Zacks Investment Management’s James River Group Holdings JRVR Stock Holding History

Zacks Investment Management’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
2020 Q3	–	Sell	-5,320	Closed	-$239K	–	535
2020 Q2	$239K	Buy	+5,320	New	+$198K	0.01%	465
2017 Q4	–	Sell	-52,254	Closed	-$2.17M	–	613
2017 Q3	$2.17M	Buy	52,254 +43	+0.1%	+$1.72K	0.05%	237
2017 Q2	$2.07M	Buy	52,211 +2,111	+4%	+$86.5K	0.05%	229
2017 Q1	$2.15M	Sell	50,100 -3,286	-6%	-$136K	0.05%	227
2016 Q4	$2.22M	Buy	53,386 +3,001	+6%	+$116K	0.06%	202
2016 Q3	$1.82M	Sell	50,385 -4,520	-8%	-$159K	0.05%	226
2016 Q2	$1.86M	Sell	54,905 -8,760	-14%	-$286K	0.06%	215
2016 Q1	$2.05M	Buy	+63,665	New	+$2.04M	0.07%	194

Other funds holding JRVR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Zacks Investment Management's JRVR Position: Q3 2020 in Review

Zacks Investment Management sold out of James River Group Holdings (JRVR) in Q3 2020, closing a stake of 5,320 shares — an estimated $239K sold.

Zacks Investment Management first reported a position in JRVR in Q1 2016 and held it in 8 quarters. The position peaked at $2.22M in Q4 2016. 159 funds tracked by Wall St. Rank hold JRVR as of Q3 2020.

Zacks Investment Management reported no remaining James River Group Holdings position as of Q3 2020 after selling out during the quarter.
Zacks Investment Management sold 5,320 James River Group Holdings shares in Q3 2020, an estimated $239K.
Zacks Investment Management first reported a position in James River Group Holdings in Q1 2016 and held it in 8 quarters.
Zacks Investment Management's James River Group Holdings position peaked at $2.22M in Q4 2016.
159 funds tracked by Wall St. Rank held James River Group Holdings as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.