HOTCHKIS & WILEY's VRTS Position Overview
HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 96,572 shares of Virtus Investment Partners, Inc. (VRTS) worth $12.97 M, representing 0.04% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in VRTS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 29,400 shares. Largest reduction occurred in Q4 2020, reducing 27,660 shares.
Analysis based on 13F filings available since 2013 Q2
HOTCHKIS & WILEY's Virtus Investment Partners (VRTS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Virtus Investment Partners (VRTS) Trades by HOTCHKIS & WILEY
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +29,400 | Add 43.77% | 96,572 | $134.35 |
| Q4 2025 | -540 | Reduce 0.80% | 67,172 | $163.15 |
| Q3 2025 | -5,458 | Reduce 7.46% | 67,712 | $190.03 |
| Q2 2025 | +9,340 | Add 14.63% | 73,170 | $181.40 |
| Q1 2025 | +2,940 | Add 4.83% | 63,830 | $172.36 |
| Q4 2024 | +4,290 | Add 7.58% | 60,890 | $220.58 |
| Q3 2024 | +3,380 | Add 6.35% | 56,600 | $209.45 |
| Q2 2024 | +2,790 | Add 5.53% | 53,220 | $225.85 |
| Q1 2024 | -3,830 | Reduce 7.06% | 50,430 | $247.98 |
| Q4 2023 | +770 | Add 1.44% | 54,260 | $241.76 |
| Q3 2023 | +12,970 | Add 32.01% | 53,490 | $201.99 |
| Q2 2023 | +1,400 | Add 3.58% | 40,520 | $197.47 |
| Q1 2023 | +2,300 | Add 6.25% | 39,120 | $190.39 |
| Q4 2022 | +12,990 | Add 54.51% | 36,820 | $191.44 |
| Q3 2022 | +5,610 | Add 30.79% | 23,830 | $159.50 |
| Q2 2022 | +2,140 | Add 13.31% | 18,220 | $171.02 |
| Q1 2022 | +3,320 | Add 26.02% | 16,080 | $239.99 |
| Q4 2021 | -800 | Reduce 5.90% | 12,760 | $297.10 |
| Q3 2021 | +13,560 | New Buy | 13,560 | $310.32 |
| Q4 2020 | -27,660 | Sold Out | 0 | $0.00 |
| Q3 2020 | -11,940 | Reduce 30.15% | 27,660 | $138.65 |
| Q2 2020 | -3,440 | Reduce 7.99% | 39,600 | $116.29 |
| Q1 2020 | -1,330 | Reduce 3.00% | 43,040 | $76.12 |
| Q4 2019 | +6,860 | Add 18.29% | 44,370 | $121.73 |
| Q3 2019 | +560 | Add 1.52% | 37,510 | $110.56 |
| Q2 2019 | -7,650 | Reduce 17.15% | 36,950 | $107.39 |
| Q1 2019 | +44,600 | New Buy | 44,600 | $97.56 |
HOTCHKIS & WILEY's Virtus Investment Partners Investment FAQs
HOTCHKIS & WILEY first purchased Virtus Investment Partners, Inc. (VRTS) in Q1 2019, acquiring 44,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
HOTCHKIS & WILEY has held Virtus Investment Partners, Inc. (VRTS) for 27 quarters since Q1 2019.
HOTCHKIS & WILEY's largest addition to Virtus Investment Partners, Inc. (VRTS) was in Q1 2019, adding 44,600 shares worth $4.35 M.
According to the latest 13F filing for Q1 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 96,572 shares of Virtus Investment Partners, Inc. (VRTS), valued at approximately $12.97 M.
As of the Q1 2026 filing, Virtus Investment Partners, Inc. (VRTS) represents approximately 0.04% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.
HOTCHKIS & WILEY's peak holding in Virtus Investment Partners, Inc. (VRTS) was 96,572 shares, as reported at the end of Q1 2026.