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Simplicity Wealth’s James River Group Holdings JRVR Stock Holding History

Simplicity Wealth’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
2025
Q2 		– Sell
-12,055
Closed -$50.6K – 632
2025
Q1 		$50.6K Buy
+12,055
New +$54.7K ﹤0.01% 546
2024
Q3 		– Sell
-12,056
Closed -$93.2K – 860
2024
Q2 		$93.2K Buy
+12,056
New +$99.1K ﹤0.01% 1178

Other funds holding JRVR

GPC
Gallatin Point Capital Greenwich, Connecticut $238M AUM 37.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Simplicity Wealth's JRVR Position: Q2 2025 in Review

Simplicity Wealth sold out of James River Group Holdings (JRVR) in Q2 2025, closing a stake of 12,055 shares — an estimated $50.6K sold.

Simplicity Wealth first reported a position in JRVR in Q2 2024 and held it in 2 quarters. The position peaked at $93.2K in Q2 2024. 113 funds tracked by Wall St. Rank hold JRVR as of Q2 2025.

  • Simplicity Wealth reported no remaining James River Group Holdings position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 12,055 James River Group Holdings shares in Q2 2025, an estimated $50.6K.
  • Simplicity Wealth first reported a position in James River Group Holdings in Q2 2024 and held it in 2 quarters.
  • Simplicity Wealth's James River Group Holdings position peaked at $93.2K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.