J β€” JACOBS ENGR GROUP INC DEL

Ownership history in VIRTUS ADVISERS, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which VIRTUS ADVISERS, LLC reported a position in JACOBS ENGR GROUP INC DEL (J). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.35% (2025 Q2)
πŸ“Š Avg. % of fund
0.08%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

VIRTUS ADVISERS, LLC Γ— J AI Analytics

πŸ“ˆ VIRTUS ADVISERS, LLC outperformed the S&P 500 by +27.6% annually on this J position. Average cost basis: $130.51. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+27.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 27.6% per year on this position.
3 quarters analyzed

πŸ’° Entry Quality
$130.51
+14.3% vs current ($149.11)

Best entry: $130.51 (2025 Q2)  Β·  Worst: $130.51 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

2 adds Β· 2 trims. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ VIRTUS ADVISERS, LLC has been actively increasing its J allocation β€” a bullish signal from insiders.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    J price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 203 -1,797 -89.8% 0.02% $30K $149.11
2025 Q2 ADDED 2,000 +1,744 +681.2% 0.35% $263K $130.51
2018 Q2 UNCHANGED 256 β€” 0% 0.01% $16K $49.25
2018 Q1 REDUCED 256 -32 -11.1% 0.01% $15K $45.78
2017 Q4 INITIATED 288 β€” β€” 0.02% $19K β€”

🏒 Other funds also holding J

As of 2025 Q4 β€” sorted by position size

L1 Capital International Pty Ltd 4.95% CACTI ASSET MANAGEMENT LLC 3Y 7Y 4.8% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 4.48% Two Point Capital Management, Inc. 3Y 4.13% Incline Global Management LLC 3Y 7Y 3.64% HUTCHINSON CAPITAL MANAGEMENT/CA 3Y 7Y 3.19% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.05% LATHROP INVESTMENT MANAGEMENT CO 3Y 7Y 3.02% CIDEL ASSET MANAGEMENT INC 3Y 7Y 2.91% Paragon Capital Management LLC 3Y 7Y 2.68%
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