Root Financial Partners
JRVR icon

Root Financial Partners’s James River Group Holdings JRVR Stock Holding History

Root Financial Partners’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
Q3 		$21 Buy
+6
New +$25 ﹤0.01% 3782
2026
Q2 		– Sell
-30
Closed -$189 – 1863
2026
Q1 		$189 Buy
+30
New +$197 ﹤0.01% 3166

Other funds holding JRVR

Boston Partners
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners's JRVR Position: Q3 2026 in Review

Root Financial Partners opened a new position in James River Group Holdings (JRVR) in Q3 2026: 6 shares worth $21. The stake represents ﹤0.01% of the portfolio and ranks #3782 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JRVR as recently as Q1 2026.

Root Financial Partners first reported a position in JRVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $189 in Q1 2026. 52 funds tracked by Wall St. Rank hold JRVR as of Q3 2026.

  • Root Financial Partners held 6 shares of James River Group Holdings worth $21 as of Q3 2026.
  • James River Group Holdings was a new Root Financial Partners position in Q3 2026.
  • James River Group Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3782 holding.
  • Root Financial Partners first reported a position in James River Group Holdings in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's James River Group Holdings position peaked at $189 in Q1 2026.
  • 52 funds tracked by Wall St. Rank held James River Group Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.