Kovitz Investment Group Partners
MRCC

Kovitz Investment Group Partners’s Monroe Capital Corp MRCC Stock Holding History

Kovitz Investment Group Partners’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-80,400
Closed -$564K – 996
2025
Q3 		$564K Sell
80,400
-1,385
-2% -$9.51K ﹤0.01% 993
2025
Q2 		$520K Buy
81,785
+201
+0.2% +$1.35K ﹤0.01% 957
2025
Q1 		$636K Sell
81,584
-50,209
-38% -$419K ﹤0.01% 855
2024
Q4 		$1.12M Sell
131,793
-55,605
-30% -$458K 0.01% 695
2024
Q3 		$1.51K Buy
+187,398
New +$1.44M ﹤0.01% 1040

Other funds holding MRCC

AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.65B AUM 41.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Kovitz Investment Group Partners's MRCC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Monroe Capital Corp (MRCC) in Q4 2025, closing a stake of 80,400 shares — an estimated $564K sold.

Kovitz Investment Group Partners first reported a position in MRCC in Q3 2024 and held it in 5 quarters. The position peaked at $1.12M in Q4 2024. 79 funds tracked by Wall St. Rank hold MRCC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Monroe Capital Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 80,400 Monroe Capital Corp shares in Q4 2025, an estimated $564K.
  • Kovitz Investment Group Partners first reported a position in Monroe Capital Corp in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Monroe Capital Corp position peaked at $1.12M in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.