EWA
JRVR icon

EverSource Wealth Advisors’s James River Group Holdings JRVR Stock Holding History

EverSource Wealth Advisors’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 		$15.3K Buy
2,422
+1,112
+85% +$7.31K ﹤0.01% 2672
2025
Q4 		$8.33K Sell
1,310
-565
-30% -$3.25K ﹤0.01% 2886
2025
Q3 		$10.4K Sell
1,875
-904
-33% -$5.07K ﹤0.01% 2805
2025
Q2 		$16.3K Buy
2,779
+2,588
+1,355% +$13.1K ﹤0.01% 2461
2025
Q1 		$802 Sell
191
-145
-43% -$658 ﹤0.01% 3308
2024
Q4 		$1.64K Buy
336
+201
+149% +$1.11K ﹤0.01% 2791
2024
Q3 		$846 Hold
135
– – ﹤0.01% 2758
2024
Q2 		$1.17K Buy
135
+11
+9% +$90 ﹤0.01% 2701
2024
Q1 		$1.1K Buy
124
+31
+33% +$284 ﹤0.01% 2549
2023
Q4 		$859 Sell
93
-58
-38% -$666 ﹤0.01% 2431
2023
Q3 		$2.32K Buy
+151
New +$2.46K ﹤0.01% 1963
2023
Q1 		– Sell
-124
Closed -$2.59K – 2466
2022
Q4 		$2.59K Sell
124
-137
-52% -$3.14K ﹤0.01% 1833
2022
Q3 		$5K Buy
261
+73
+39% +$1.74K ﹤0.01% 1373
2022
Q2 		$5K Buy
+188
New +$4.6K ﹤0.01% 1265

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