FAG
JRVR icon

Fortitude Advisory Group’s James River Group Holdings JRVR Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-34
Closed -$1K – 763
2022
Q1 		$1K Sell
34
-39
-53% -$996 ﹤0.01% 1447
2021
Q4 		$2K Buy
+73
New +$2.26K ﹤0.01% 1383

Other funds holding JRVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Fortitude Advisory Group's JRVR Position: Q2 2022 in Review

Fortitude Advisory Group sold out of James River Group Holdings (JRVR) in Q2 2022, closing a stake of 34 shares — an estimated $1K sold.

Fortitude Advisory Group first reported a position in JRVR in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 141 funds tracked by Wall St. Rank hold JRVR as of Q2 2022.

  • Fortitude Advisory Group reported no remaining James River Group Holdings position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 34 James River Group Holdings shares in Q2 2022, an estimated $1K.
  • Fortitude Advisory Group first reported a position in James River Group Holdings in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's James River Group Holdings position peaked at $2K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.