FGAM
JRVR icon

Financial Gravity Asset Management’s James River Group Holdings JRVR Stock Holding History

Financial Gravity Asset Management’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
2023
Q1 		– Sell
-21
Closed -$22 – 1411
2022
Q4 		$22 Buy
+21
New +$482 ﹤0.01% 1311

Other funds holding JRVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Financial Gravity Asset Management's JRVR Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of James River Group Holdings (JRVR) in Q1 2023, closing a stake of 21 shares — an estimated $22 sold.

Financial Gravity Asset Management first reported a position in JRVR in Q4 2022 and held it in 1 quarter. The position peaked at $22 in Q4 2022. 144 funds tracked by Wall St. Rank hold JRVR as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining James River Group Holdings position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 21 James River Group Holdings shares in Q1 2023, an estimated $22.
  • Financial Gravity Asset Management first reported a position in James River Group Holdings in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's James River Group Holdings position peaked at $22 in Q4 2022.
  • 144 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.