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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

JRVR holding history

James River Group Holdings, Inc. in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JRVR overviewAll 13F holders of JRVRFull Q2 2026 holdings

Shares (Q2 2026)
51
Value
$225
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of JRVR by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651$225<0.1%−255−83.3%ReducedHolders
Q1 2026306$1.93K<0.1%00.0%UnchangedHolders
Q4 2025306$1.95K<0.1%+38+14.2%AddedHolders
Q3 2025268$1.49K<0.1%+121+82.3%AddedHolders
Q2 2025147$862<0.1%−1−0.7%ReducedHolders
Q1 2025148$622<0.1%−44−22.9%ReducedHolders
Q4 2024192$936<0.1%−1,036−84.4%ReducedHolders
Q3 20241,228$7.70K<0.1%+1,228NewHolders