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Global Financial Private Client’s James River Group Holdings JRVR Stock Holding History

Global Financial Private Client’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
2020
Q4 		– Sell
-48
Closed -$2.13K – 581
2020
Q3 		$2.13K Hold
48
– – ﹤0.01% 400
2020
Q2 		$2.13K Hold
48
– – ﹤0.01% 438
2020
Q1 		$1.66K Hold
48
– – ﹤0.01% 460
2019
Q4 		$1.98K Buy
+48
New +$1.89K ﹤0.01% 481

Other funds holding JRVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Global Financial Private Client's JRVR Position: Q4 2020 in Review

Global Financial Private Client sold out of James River Group Holdings (JRVR) in Q4 2020, closing a stake of 48 shares — an estimated $2.13K sold.

Global Financial Private Client first reported a position in JRVR in Q4 2019 and held it in 4 quarters. The position peaked at $2.13K in Q3 2020. 168 funds tracked by Wall St. Rank hold JRVR as of Q4 2020.

  • Global Financial Private Client reported no remaining James River Group Holdings position as of Q4 2020 after selling out during the quarter.
  • Global Financial Private Client sold 48 James River Group Holdings shares in Q4 2020, an estimated $2.13K.
  • Global Financial Private Client first reported a position in James River Group Holdings in Q4 2019 and held it in 4 quarters.
  • Global Financial Private Client's James River Group Holdings position peaked at $2.13K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.