Wealth Enhancement Advisory Services
JRVR icon

Wealth Enhancement Advisory Services’s James River Group Holdings JRVR Stock Holding History

Wealth Enhancement Advisory Services’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 		$92K Buy
20,165
+1,929
+11% +$9.49K ﹤0.01% 3817
2026
Q1 		$112K Buy
18,236
+3,094
+20% +$20.3K ﹤0.01% 3293
2025
Q4 		$93.1K Buy
15,142
+1,772
+13% +$10.2K ﹤0.01% 3444
2025
Q3 		$71.9K Buy
13,370
+950
+8% +$5.33K ﹤0.01% 3381
2025
Q2 		$70K Sell
12,420
-2,815
-18% -$14.3K ﹤0.01% 3186
2025
Q1 		$64K Sell
15,235
-9,850
-39% -$44.7K ﹤0.01% 2828
2024
Q4 		$122K Buy
25,085
+68
+0.3% +$375 ﹤0.01% 2783
2024
Q3 		$157K Buy
+25,017
New +$184K ﹤0.01% 2487

Other funds holding JRVR

FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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