Bessemer Group
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Bessemer Group’s Virtus Investment Partners VRTS Stock Holding History

Bessemer Group’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13K Buy
95
+61
+179% +$9K ﹤0.01% 2056
2025
Q4 		$6K Sell
34
-20
-37% -$3.38K ﹤0.01% 2234
2025
Q3 		$10K Buy
54
+22
+69% +$4.33K ﹤0.01% 1964
2025
Q2 		$6K Buy
+32
New +$5.32K ﹤0.01% 1994
2025
Q1 		– Sell
-35
Closed -$8K – 2741
2024
Q4 		$8K Sell
35
-15
-30% -$3.42K ﹤0.01% 1877
2024
Q3 		$10K Hold
50
– – ﹤0.01% 1688
2024
Q2 		$11K Sell
50
-179
-78% -$40.7K ﹤0.01% 1503
2024
Q1 		$57K Buy
+229
New +$54.3K ﹤0.01% 1280
2023
Q4 		– Sell
-12
Closed -$2K – 2292
2023
Q3 		$2K Buy
12
+6
+100% +$1.22K ﹤0.01% 2031
2023
Q2 		$1K Buy
+6
New +$1.13K ﹤0.01% 2240
2022
Q4 		– Sell
-57
Closed -$9K – 2166
2022
Q3 		$9K Hold
57
– – ﹤0.01% 1587
2022
Q2 		$10K Buy
+57
New +$10.8K ﹤0.01% 1383
2018
Q4 		– Sell
-21
Closed -$2K – 2061
2018
Q3 		$2K Buy
+21
New +$2.67K ﹤0.01% 1773
2016
Q2 		– Sell
-5
Closed – – 1458
2016
Q1 		$0 Hold
5
– – ﹤0.01% 1669
2015
Q4 		$1K Hold
5
– – ﹤0.01% 1541
2015
Q3 		$1K Hold
5
– – ﹤0.01% 1560
2015
Q2 		$1K Hold
5
– – ﹤0.01% 1467
2015
Q1 		$1K Sell
5
-31
-86% -$4.38K ﹤0.01% 1465
2014
Q4 		$6K Buy
36
+31
+620% +$5.18K ﹤0.01% 1344
2014
Q3 		$1K Sell
5
-5
-50% -$1.02K ﹤0.01% 1232
2014
Q2 		$2K Buy
10
+5
+100% +$943 ﹤0.01% 1302
2014
Q1 		$1K Hold
5
– – ﹤0.01% 1282
2013
Q4 		$1K Hold
5
– – ﹤0.01% 1319
2013
Q3 		$1K Hold
5
– – ﹤0.01% 1225
2013
Q2 		$1K Buy
+5
New +$1.04K ﹤0.01% 1297

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bessemer Group's VRTS Position: Q1 2026 in Review

Bessemer Group increased its Virtus Investment Partners (VRTS) stake by 179% in Q1 2026, buying an estimated $9K and bringing the position to 95 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Bessemer Group first reported a position in VRTS in Q2 2013 and has held it in 25 quarters since. The position peaked at $57K in Q1 2024. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Bessemer Group held 95 shares of Virtus Investment Partners worth $13K as of Q1 2026.
  • Bessemer Group bought 61 Virtus Investment Partners shares in Q1 2026, an estimated $9K.
  • Virtus Investment Partners made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #2056 holding.
  • Bessemer Group first reported a position in Virtus Investment Partners in Q2 2013 and has held it in 25 quarters since.
  • Bessemer Group's Virtus Investment Partners position peaked at $57K in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.