Chuck Royce's VRTS Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 5,144 shares of Virtus Investment Partners, Inc. (VRTS) worth $691,096, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in VRTS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2015, adding 119,420 shares. Largest reduction occurred in Q1 2017, reducing 131,100 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Virtus Investment Partners (VRTS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Virtus Investment Partners (VRTS) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,274 | Add 79.23% | 5,144 | $134.35 |
| Q4 2025 | +2,870 | New Buy | 2,870 | $163.15 |
| Q4 2017 | -10,294 | Sold Out | 0 | $0.00 |
| Q3 2017 | -16,800 | Reduce 62.01% | 10,294 | $116.09 |
| Q2 2017 | -49,000 | Reduce 64.39% | 27,094 | $110.95 |
| Q1 2017 | -131,100 | Reduce 63.27% | 76,094 | $105.90 |
| Q4 2016 | +38,560 | Add 22.87% | 207,194 | $118.05 |
| Q3 2016 | -28,120 | Reduce 14.29% | 168,634 | $97.86 |
| Q2 2016 | -16,800 | Reduce 7.87% | 196,754 | $71.18 |
| Q1 2016 | +27,330 | Add 14.68% | 213,554 | $78.11 |
| Q4 2015 | -47,510 | Reduce 20.33% | 186,224 | $117.46 |
| Q3 2015 | +5,070 | Add 2.22% | 233,734 | $100.50 |
| Q2 2015 | +29,364 | Add 14.73% | 228,664 | $132.25 |
| Q1 2015 | +119,420 | Add 149.50% | 199,300 | $130.77 |
| Q4 2014 | -17,085 | Reduce 17.62% | 79,880 | $170.49 |
| Q3 2014 | +20,965 | Add 27.59% | 96,965 | $173.70 |
| Q2 2014 | +36,600 | Add 92.89% | 76,000 | $211.75 |
| Q1 2014 | +25,700 | Add 187.59% | 39,400 | $173.17 |
| Q4 2013 | -1,500 | Reduce 9.87% | 13,700 | $200.07 |
| Q3 2013 | -2,700 | Reduce 15.08% | 15,200 | $162.63 |
| Q2 2013 | +17,900 | Add 0.00% | 17,900 | $176.26 |
Chuck Royce's Virtus Investment Partners Investment FAQs
Chuck Royce first purchased Virtus Investment Partners, Inc. (VRTS) in Q2 2013, acquiring 17,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Virtus Investment Partners, Inc. (VRTS) for 21 quarters since Q2 2013.
Chuck Royce's largest addition to Virtus Investment Partners, Inc. (VRTS) was in Q1 2015, adding 199,300 shares worth $26.06 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 5,144 shares of Virtus Investment Partners, Inc. (VRTS), valued at approximately $691,096.
As of the Q1 2026 filing, Virtus Investment Partners, Inc. (VRTS) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Virtus Investment Partners, Inc. (VRTS) was 233,734 shares, as reported at the end of Q3 2015.