Creative Planning
JRVR icon

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

Creative Planning’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
-27,121
Closed -$171K – 4362
2026
Q1 		$171K Buy
27,121
+16,888
+165% +$111K ﹤0.01% 3789
2025
Q4 		$65.1K Buy
+10,233
New +$58.9K ﹤0.01% 3776
2024
Q2 		– Sell
-44,821
Closed -$417K – 3124
2024
Q1 		$417K Buy
+44,821
New +$411K ﹤0.01% 1997
2017
Q2 		– Sell
-4,835
Closed -$207K – 4721
2017
Q1 		$207K Buy
4,835
+4,685
+3,123% +$195K ﹤0.01% 1469
2016
Q4 		$6K Sell
150
-29
-16% -$1.13K ﹤0.01% 3856
2016
Q3 		$6K Buy
+179
New +$6.29K ﹤0.01% 3808
2016
Q1 		– Sell
-117
Closed -$4K – 4431
2015
Q4 		$4K Buy
+117
New +$3.54K ﹤0.01% 3788

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

Creative Planning's JRVR Position: Q2 2026 in Review

Creative Planning sold out of James River Group Holdings (JRVR) in Q2 2026, closing a stake of 27,121 shares — an estimated $171K sold.

Creative Planning first reported a position in JRVR in Q4 2015 and held it in 7 quarters. The position peaked at $417K in Q1 2024. 117 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

  • Creative Planning reported no remaining James River Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 27,121 James River Group Holdings shares in Q2 2026, an estimated $171K.
  • Creative Planning first reported a position in James River Group Holdings in Q4 2015 and held it in 7 quarters.
  • Creative Planning's James River Group Holdings position peaked at $417K in Q1 2024.
  • 117 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.