Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s James River Group Holdings JRVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio JRVR Stock Details JRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$115K Sell
18,177
-399
-2% -$2.62K ﹤0.01% 3146
2025
Q4 		$118K Buy
18,576
+97
+0.5% +$558 ﹤0.01% 2943
2025
Q3 		$103K Buy
18,479
+2,240
+14% +$12.6K ﹤0.01% 2967
2025
Q2 		$95K Sell
16,239
-4,663
-22% -$23.6K ﹤0.01% 2778
2025
Q1 		$88K Sell
20,902
-8,665
-29% -$39.3K ﹤0.01% 2524
2024
Q4 		$144K Sell
29,567
-9,323
-24% -$51.4K ﹤0.01% 2046
2024
Q3 		$244K Buy
38,890
+11,254
+41% +$82.6K ﹤0.01% 1650
2024
Q2 		$214K Buy
27,636
+26,256
+1,903% +$216K ﹤0.01% 1556
2024
Q1 		$13K Buy
1,380
+1,039
+305% +$9.53K ﹤0.01% 3186
2023
Q4 		$3K Sell
341
-233
-41% -$2.67K ﹤0.01% 3709
2023
Q3 		$9K Buy
574
+549
+2,196% +$8.95K ﹤0.01% 3195
2023
Q2 		$0 Sell
25
-50
-67% -$996 ﹤0.01% 4322
2023
Q1 		$2K Sell
75
-162
-68% -$3.57K ﹤0.01% 3663
2022
Q4 		$5K Sell
237
-61
-20% -$1.4K ﹤0.01% 3189
2022
Q3 		$7K Buy
298
+61
+26% +$1.46K ﹤0.01% 2900
2022
Q2 		$6K Hold
237
– – ﹤0.01% 2893
2022
Q1 		$6K Buy
+237
New +$6.05K ﹤0.01% 2756
2019
Q1 		– Sell
-30
Closed -$1K – 3120
2018
Q4 		$1K Buy
+30
New +$1.14K ﹤0.01% 1918

Other funds holding JRVR

GPC
Gallatin Point Capital Greenwich, Connecticut $332M AUM 18.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JRVR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its James River Group Holdings (JRVR) stake by 2.1% in Q1 2026, selling an estimated $2.62K and leaving 18,177 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Carson Wealth (CWM LLC) first reported a position in JRVR in Q4 2018 and has held it in 18 quarters since. The position peaked at $244K in Q3 2024. 118 funds tracked by Wall St. Rank hold JRVR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,177 shares of James River Group Holdings worth $115K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 399 James River Group Holdings shares in Q1 2026, an estimated $2.62K.
  • James River Group Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3146 holding.
  • Carson Wealth (CWM LLC) first reported a position in James River Group Holdings in Q4 2018 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s James River Group Holdings position peaked at $244K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.