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
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 – 4722
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 – 4432
2015
Q4 		$4K Buy
+117
New +$3.54K ﹤0.01% 3788

Other funds holding JRVR

GPC
Gallatin Point Capital Greenwich, Connecticut $238M AUM 37.44% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return