Sugarloaf Wealth Management’s James River Group Holdings JRVR Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$974	Hold	200	–	–	﹤0.01%	652
2024 Q3	$1.25K	Hold	200	–	–	﹤0.01%	631
2024 Q2	$1.55K	Hold	200	–	–	﹤0.01%	599
2024 Q1	$1.86K	Hold	200	–	–	﹤0.01%	596
2023 Q4	$1.85K	Hold	200	–	–	﹤0.01%	606
2023 Q3	$3.07K	Hold	200	–	–	﹤0.01%	570
2023 Q2	$3.65K	Hold	200	–	–	﹤0.01%	572
2023 Q1	$4.13K	Hold	200	–	–	﹤0.01%	561
2022 Q4	$4.18K	Hold	200	–	–	﹤0.01%	602
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	621
2022 Q2	$16K	Buy	200 +50	+33%	+$1.22K	﹤0.01%	452
2022 Q1	$4K	Hold	150	–	–	﹤0.01%	593
2021 Q4	$4K	Hold	150	–	–	﹤0.01%	619
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	592
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	582
2021 Q1	$7	Hold	150	–	–	﹤0.01%	547
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	509
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	484
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	483
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	509
2019 Q4	$6K	Buy	+150	New	+$5.89K	﹤0.01%	517

Other funds holding JRVR

GPC

Gallatin Point Capital Greenwich, Connecticut $238M AUM 37.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's JRVR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its James River Group Holdings (JRVR) position steady in Q4 2024 at 200 shares worth $974. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Sugarloaf Wealth Management first reported a position in JRVR in Q4 2019 and has held it in 21 quarters since. The position peaked at $16K in Q2 2022. 116 funds tracked by Wall St. Rank hold JRVR as of Q4 2024.

Sugarloaf Wealth Management held 200 shares of James River Group Holdings worth $974 as of Q4 2024.
Sugarloaf Wealth Management left its James River Group Holdings share count unchanged in Q4 2024.
James River Group Holdings made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #652 holding.
Sugarloaf Wealth Management first reported a position in James River Group Holdings in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's James River Group Holdings position peaked at $16K in Q2 2022.
116 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.