TWD
JRVR icon

True Wealth Design’s James River Group Holdings JRVR Stock Holding History

True Wealth Design’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 		$225 Sell
51
-255
-83% -$1.25K ﹤0.01% 2420
2026
Q1 		$1.93K Hold
306
– – ﹤0.01% 1558
2025
Q4 		$1.95K Buy
306
+38
+14% +$219 ﹤0.01% 1465
2025
Q3 		$1.49K Buy
268
+121
+82% +$679 ﹤0.01% 1594
2025
Q2 		$862 Sell
147
-1
-0.7% -$5 ﹤0.01% 1521
2025
Q1 		$622 Sell
148
-44
-23% -$200 ﹤0.01% 1458
2024
Q4 		$936 Sell
192
-1,036
-84% -$5.71K ﹤0.01% 960
2024
Q3 		$7.7K Buy
+1,228
New +$9.02K ﹤0.01% 471

Other funds holding JRVR

CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

True Wealth Design's JRVR Position: Q2 2026 in Review

True Wealth Design reduced its James River Group Holdings (JRVR) stake by 83% in Q2 2026, selling an estimated $1.25K and leaving 51 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

True Wealth Design first reported a position in JRVR in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.7K in Q3 2024. 16 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

  • True Wealth Design held 51 shares of James River Group Holdings worth $225 as of Q2 2026.
  • True Wealth Design sold 255 James River Group Holdings shares in Q2 2026, an estimated $1.25K.
  • James River Group Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2420 holding.
  • True Wealth Design first reported a position in James River Group Holdings in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's James River Group Holdings position peaked at $7.7K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.