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Mountain Road Advisors’s James River Group Holdings JRVR Stock Holding History

Mountain Road 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
2020
Q3 		$8.16M Buy
176,181
+3,300
+2% +$154K 7.2% 8
2020
Q2 		$7.78M Buy
172,881
+91,013
+111% +$3.38M 7.42% 7
2020
Q1 		$2.97M Sell
81,868
-122,796
-60% -$4.95M 10.13% 3
2019
Q4 		$8.43M Buy
+204,664
New +$8.04M 14.31% 1

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Mountain Road Advisors's JRVR Position: Q3 2020 in Review

Mountain Road Advisors increased its James River Group Holdings (JRVR) stake by 1.9% in Q3 2020, buying an estimated $154K and bringing the position to 176,181 shares worth $8.16M. The position accounts for 7.2% of the portfolio, ranked #8.

Mountain Road Advisors first reported a position in JRVR in Q4 2019 and has held it in 4 quarters since. The position peaked at $8.43M in Q4 2019. 159 funds tracked by Wall St. Rank hold JRVR as of Q3 2020.

  • Mountain Road Advisors held 176,181 shares of James River Group Holdings worth $8.16M as of Q3 2020.
  • Mountain Road Advisors bought 3,300 James River Group Holdings shares in Q3 2020, an estimated $154K.
  • James River Group Holdings made up 7.2% of Mountain Road Advisors's portfolio in Q3 2020, its #8 holding.
  • Mountain Road Advisors first reported a position in James River Group Holdings in Q4 2019 and has held it in 4 quarters since.
  • Mountain Road Advisors's James River Group Holdings position peaked at $8.43M in Q4 2019.
  • 159 funds tracked by Wall St. Rank held James River Group Holdings as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.