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Physician Wealth Advisors’s James River Group Holdings JRVR Stock Holding History

Physician Wealth 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
2026
Q2 		– Sell
-90
Closed -$567 – 2402
2026
Q1 		$567 Hold
90
– – ﹤0.01% 1877
2025
Q4 		$573 Sell
90
-82
-48% -$472 ﹤0.01% 1812
2025
Q3 		$955 Hold
172
– – ﹤0.01% 1610
2025
Q2 		$1.01K Buy
+172
New +$872 ﹤0.01% 1422

Other funds holding JRVR

CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Physician Wealth Advisors's JRVR Position: Q2 2026 in Review

Physician Wealth Advisors sold out of James River Group Holdings (JRVR) in Q2 2026, closing a stake of 90 shares — an estimated $567 sold.

Physician Wealth Advisors first reported a position in JRVR in Q2 2025 and held it in 4 quarters. The position peaked at $1.01K in Q2 2025. 16 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

  • Physician Wealth Advisors reported no remaining James River Group Holdings position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 90 James River Group Holdings shares in Q2 2026, an estimated $567.
  • Physician Wealth Advisors first reported a position in James River Group Holdings in Q2 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's James River Group Holdings position peaked at $1.01K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.