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

GPC
Gallatin Point Capital Greenwich, Connecticut $332M AUM 18.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CGIC
Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's JRVR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its James River Group Holdings (JRVR) stake by 11% in Q2 2026, buying an estimated $9.49K and bringing the position to 20,165 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #3817.

Wealth Enhancement Advisory Services first reported a position in JRVR in Q3 2024 and has held it in 8 quarters since. The position peaked at $157K in Q3 2024. 116 funds tracked by Wall St. Rank hold JRVR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,165 shares of James River Group Holdings worth $92K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,929 James River Group Holdings shares in Q2 2026, an estimated $9.49K.
  • James River Group Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3817 holding.
  • Wealth Enhancement Advisory Services first reported a position in James River Group Holdings in Q3 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's James River Group Holdings position peaked at $157K in Q3 2024.
  • 116 funds tracked by Wall St. Rank held James River Group Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.