VRTS VIRTUS INVESTMENT PARTNERS INC

Ownership history in Vulcan Value Partners, LLC  ·  48 quarters on record

This page tracks every 13F SEC filing in which Vulcan Value Partners, LLC reported a position in VIRTUS INVESTMENT PARTNERS INC (VRTS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.08% (2016 Q4)
Avg. % of fund
0.51%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 77,326 -1,941 -2.4% 0.23% $12.6M $160.79
2025 Q3 REDUCED 79,267 -7,173 -8.3% 0.27% $15.1M $184.53
2025 Q2 REDUCED 86,440 -260 -0.3% 0.28% $15.7M $174.16
2025 Q1 REDUCED 86,700 -11,928 -12.1% 0.28% $14.9M $163.07
2024 Q4 REDUCED 98,628 -16,449 -14.3% 0.36% $21.8M $206.46
2024 Q3 REDUCED 115,077 -13,813 -10.7% 0.40% $24.1M $194.09
2024 Q2 REDUCED 128,890 -28,486 -18.1% 0.44% $29.1M $207.55
2024 Q1 REDUCED 157,376 -32,730 -17.2% 0.57% $39.0M $225.99
2023 Q4 REDUCED 190,106 -23,834 -11.1% 0.67% $46.0M $218.62
2023 Q3 REDUCED 213,940 -8,075 -3.6% 0.66% $43.2M $180.66
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VRTS price (monthly, adj. close)
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