WhitTier Trust Company’s James River Group Holdings JRVR Stock Holding History

WhitTier Trust Company’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
2021 Q4	–	Sell	-335	Closed	-$13K	–	1087
2021 Q3	$13K	Buy	+335	New	+$12.2K	﹤0.01%	902
2020 Q2	–	Sell	-200	Closed	-$7K	–	965
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	817
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	876
2019 Q3	$10K	Hold	200	–	–	﹤0.01%	821
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	837
2019 Q1	$8K	Hold	200	–	–	﹤0.01%	855
2018 Q4	$7K	Buy	+200	New	+$7.62K	﹤0.01%	882
2017 Q1	–	Sell	-80	Closed	-$3K	–	939
2016 Q4	$3K	Buy	+80	New	+$3.1K	﹤0.01%	909

Other funds holding JRVR

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

CRM

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

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WhitTier Trust Company's JRVR Position: Q4 2021 in Review

WhitTier Trust Company sold out of James River Group Holdings (JRVR) in Q4 2021, closing a stake of 335 shares — an estimated $13K sold.

WhitTier Trust Company first reported a position in JRVR in Q4 2016 and held it in 8 quarters. The position peaked at $13K in Q3 2021. 160 funds tracked by Wall St. Rank hold JRVR as of Q4 2021.

WhitTier Trust Company reported no remaining James River Group Holdings position as of Q4 2021 after selling out during the quarter.
WhitTier Trust Company sold 335 James River Group Holdings shares in Q4 2021, an estimated $13K.
WhitTier Trust Company first reported a position in James River Group Holdings in Q4 2016 and held it in 8 quarters.
WhitTier Trust Company's James River Group Holdings position peaked at $13K in Q3 2021.
160 funds tracked by Wall St. Rank held James River Group Holdings as of Q4 2021.

Based on WhitTier Trust Company's 13F filing for Q4 2021, filed 19 Jan 2022.