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Cornerstone Planning Group’s James River Group Holdings JRVR Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-123
Closed -$577 – 1913
2026
Q1 		$577 Hold
123
– – ﹤0.01% 1604
2025
Q4 		$814 Hold
123
– – ﹤0.01% 1396
2025
Q3 		$633 Hold
123
– – ﹤0.01% 1424
2025
Q2 		$688 Hold
123
– – ﹤0.01% 1206
2025
Q1 		$535 Buy
+123
New +$558 ﹤0.01% 1281

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
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 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

Cornerstone Planning Group's JRVR Position: Q2 2026 in Review

Cornerstone Planning Group sold out of James River Group Holdings (JRVR) in Q2 2026, closing a stake of 123 shares — an estimated $577 sold.

Cornerstone Planning Group first reported a position in JRVR in Q1 2025 and held it in 5 quarters. The position peaked at $814 in Q4 2025. 116 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

  • Cornerstone Planning Group reported no remaining James River Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 123 James River Group Holdings shares in Q2 2026, an estimated $577.
  • Cornerstone Planning Group first reported a position in James River Group Holdings in Q1 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's James River Group Holdings position peaked at $814 in Q4 2025.
  • 116 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.