Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Royce Value Trust RVT Stock Holding History

Kovitz Investment Group Partners’s Portfolio RVT Stock Details RVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,723
Closed -$189K – 1146
2025
Q3 		$189K Hold
11,723
– – ﹤0.01% 1345
2025
Q2 		$176K Hold
11,723
– – ﹤0.01% 1291
2025
Q1 		$167K Hold
11,723
– – ﹤0.01% 1188
2024
Q4 		$185K Buy
+11,723
New +$187K ﹤0.01% 1176

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Royal Bank of Canada
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Wells Fargo
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SCM
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Janney Montgomery Scott
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WW
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Kovitz Investment Group Partners's RVT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Royce Value Trust (RVT) in Q4 2025, closing a stake of 11,723 shares — an estimated $189K sold.

Kovitz Investment Group Partners first reported a position in RVT in Q4 2024 and held it in 4 quarters. The position peaked at $189K in Q3 2025. 199 funds tracked by Wall St. Rank hold RVT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Royce Value Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,723 Royce Value Trust shares in Q4 2025, an estimated $189K.
  • Kovitz Investment Group Partners first reported a position in Royce Value Trust in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Royce Value Trust position peaked at $189K in Q3 2025.
  • 199 funds tracked by Wall St. Rank held Royce Value Trust as of Q4 2025.

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