Rothschild Investment LLC’s James River Group Holdings JRVR Stock Holding History

Rothschild Investment LLC’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	$273	Buy	62 +36	+138%	+$177	﹤0.01%	3392
2026 Q1	$164	Buy	26 +5	+24%	+$33	﹤0.01%	3332
2025 Q4	$134	Hold	21	–	–	﹤0.01%	3172
2025 Q3	$117	Buy	+21	New	+$118	﹤0.01%	3052
2024 Q4	–	Sell	-15	Closed	-$94	–	3011
2024 Q3	$94	Sell	15 -15	-50%	-$110	﹤0.01%	2854
2024 Q2	$232	Buy	+30	New	+$247	﹤0.01%	2434

Other funds holding JRVR

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $309M AUM

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rothschild Investment LLC's JRVR Position: Q2 2026 in Review

Rothschild Investment LLC increased its James River Group Holdings (JRVR) stake by 138% in Q2 2026, buying an estimated $177 and bringing the position to 62 shares worth $273. The position accounts for ﹤0.01% of the portfolio, ranked #3392.

Rothschild Investment LLC first reported a position in JRVR in Q2 2024 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

Rothschild Investment LLC held 62 shares of James River Group Holdings worth $273 as of Q2 2026.
Rothschild Investment LLC bought 36 James River Group Holdings shares in Q2 2026, an estimated $177.
James River Group Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3392 holding.
Rothschild Investment LLC first reported a position in James River Group Holdings in Q2 2024 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.