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Essential Partners’s James River Group Holdings JRVR Stock Holding History

Essential Partners’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
Q3 		$679 Buy
198
+27
+16% +$114 ﹤0.01% 2303
2026
Q2 		$752 Buy
171
+123
+256% +$605 ﹤0.01% 2357
2026
Q1 		$302 Hold
48
– – ﹤0.01% 2550
2025
Q4 		$305 Sell
48
-520
-92% -$2.99K ﹤0.01% 2335
2025
Q3 		$3.15K Buy
568
+523
+1,162% +$2.93K ﹤0.01% 1617
2025
Q2 		$264 Buy
+45
New +$228 ﹤0.01% 1875

Other funds holding JRVR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's JRVR Position: Q3 2026 in Review

Essential Partners increased its James River Group Holdings (JRVR) stake by 16% in Q3 2026, buying an estimated $114 and bringing the position to 198 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Essential Partners first reported a position in JRVR in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.15K in Q3 2025. 9 funds tracked by Wall St. Rank hold JRVR as of Q3 2026.

  • Essential Partners held 198 shares of James River Group Holdings worth $679 as of Q3 2026.
  • Essential Partners bought 27 James River Group Holdings shares in Q3 2026, an estimated $114.
  • James River Group Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2303 holding.
  • Essential Partners first reported a position in James River Group Holdings in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's James River Group Holdings position peaked at $3.15K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held James River Group Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.