TD Private Client Wealth’s James River Group Holdings JRVR Stock Holding History

TD Private Client 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
2022 Q1	–	Sell	-25	Closed	-$720	–	1301
2021 Q4	$720	Sell	25 -13	-34%	-$403	﹤0.01%	1092
2021 Q3	$1.43K	Hold	38	–	–	﹤0.01%	1060
2021 Q2	$1.43K	Buy	38 +25	+192%	+$999	﹤0.01%	1067
2021 Q1	$593	Hold	13	–	–	﹤0.01%	1111
2020 Q4	$639	Hold	13	–	–	﹤0.01%	1065
2020 Q3	$579	Sell	13 -292	-96%	-$13.6K	﹤0.01%	1019
2020 Q2	$13.7K	Sell	305 -878	-74%	-$32.6K	﹤0.01%	769
2020 Q1	$42.9K	Sell	1,183 -38	-3%	-$1.53K	﹤0.01%	601
2019 Q4	$50.3K	Buy	+1,221	New	+$48K	﹤0.01%	606

Other funds holding JRVR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TD Private Client Wealth's JRVR Position: Q1 2022 in Review

TD Private Client Wealth sold out of James River Group Holdings (JRVR) in Q1 2022, closing a stake of 25 shares — an estimated $720 sold.

TD Private Client Wealth first reported a position in JRVR in Q4 2019 and held it in 9 quarters. The position peaked at $50.3K in Q4 2019. 146 funds tracked by Wall St. Rank hold JRVR as of Q1 2022.

TD Private Client Wealth reported no remaining James River Group Holdings position as of Q1 2022 after selling out during the quarter.
TD Private Client Wealth sold 25 James River Group Holdings shares in Q1 2022, an estimated $720.
TD Private Client Wealth first reported a position in James River Group Holdings in Q4 2019 and held it in 9 quarters.
TD Private Client Wealth's James River Group Holdings position peaked at $50.3K in Q4 2019.
146 funds tracked by Wall St. Rank held James River Group Holdings as of Q1 2022.

Based on TD Private Client Wealth's 13F filing for Q1 2022, filed 16 Aug 2024.