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 Q3	$50.3K	Sell	13,885 -6,280	-31%	-$26.5K	﹤0.01%	4043
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Wealth Enhancement Advisory Services's JRVR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its James River Group Holdings (JRVR) stake by 31% in Q3 2026, selling an estimated $26.5K and leaving 13,885 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4043.

Wealth Enhancement Advisory Services first reported a position in JRVR in Q3 2024 and has held it in 9 quarters since. The position peaked at $157K in Q3 2024. 40 funds tracked by Wall St. Rank hold JRVR as of Q3 2026.

Wealth Enhancement Advisory Services held 13,885 shares of James River Group Holdings worth $50.3K as of Q3 2026.
Wealth Enhancement Advisory Services sold 6,280 James River Group Holdings shares in Q3 2026, an estimated $26.5K.
James River Group Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4043 holding.
Wealth Enhancement Advisory Services first reported a position in James River Group Holdings in Q3 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's James River Group Holdings position peaked at $157K in Q3 2024.
40 funds tracked by Wall St. Rank held James River Group Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.