Heritage Wealth Management (Arizona)’s James River Group Holdings JRVR Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$6.52K	Buy	312 +156	+100%	+$3.58K	﹤0.01%	841
2022 Q3	$4K	Hold	156	–	–	﹤0.01%	790
2022 Q2	$3.87K	Hold	156	–	–	﹤0.01%	803
2022 Q1	$4K	Buy	+156	New	+$3.98K	﹤0.01%	826
2021 Q3	$6K	Hold	156	–	–	﹤0.01%	708
2021 Q2	$6K	Hold	156	–	–	﹤0.01%	724
2021 Q1	$7K	Buy	+156	New	+$7.47K	﹤0.01%	608

Other funds holding JRVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s JRVR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its James River Group Holdings (JRVR) stake by 100% in Q4 2022, buying an estimated $3.58K and bringing the position to 312 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Heritage Wealth Management (Arizona) first reported a position in JRVR in Q1 2021 and has held it in 7 quarters since. The position peaked at $7K in Q1 2021. 139 funds tracked by Wall St. Rank hold JRVR as of Q4 2022.

Heritage Wealth Management (Arizona) held 312 shares of James River Group Holdings worth $6.52K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 156 James River Group Holdings shares in Q4 2022, an estimated $3.58K.
James River Group Holdings made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #841 holding.
Heritage Wealth Management (Arizona) first reported a position in James River Group Holdings in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s James River Group Holdings position peaked at $7K in Q1 2021.
139 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.