Legal & General Group
VRTS icon

Legal & General Group’s Virtus Investment Partners VRTS Stock Holding History

Legal & General 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 		$1.86M Sell
13,879
-1,725
-11% -$254K ﹤0.01% 1935
2025
Q4 		$2.55M Sell
15,604
-305
-2% -$51.5K ﹤0.01% 1876
2025
Q3 		$3.02M Sell
15,909
-1,712
-10% -$337K ﹤0.01% 1804
2025
Q2 		$3.19M Sell
17,621
-453
-3% -$75.4K ﹤0.01% 1766
2025
Q1 		$3.12M Sell
18,074
-319
-2% -$60.9K ﹤0.01% 1743
2024
Q4 		$4.07M Buy
18,393
+476
+3% +$108K ﹤0.01% 1676
2024
Q3 		$3.75M Sell
17,917
-267
-1% -$57.2K ﹤0.01% 1707
2024
Q2 		$4.1M Sell
18,184
-233
-1% -$53K ﹤0.01% 1619
2024
Q1 		$4.56M Buy
18,417
+11
+0.1% +$2.61K ﹤0.01% 1566
2023
Q4 		$4.45M Sell
18,406
-333
-2% -$66.4K ﹤0.01% 1579
2023
Q3 		$3.79M Sell
18,739
-680
-4% -$138K ﹤0.01% 1592
2023
Q2 		$3.83M Sell
19,419
-256
-1% -$48.4K ﹤0.01% 1606
2023
Q1 		$3.75M Buy
19,675
+29
+0.1% +$5.87K ﹤0.01% 1570
2022
Q4 		$3.76M Buy
19,646
+234
+1% +$41.8K ﹤0.01% 1568
2022
Q3 		$3.1M Sell
19,412
-296
-2% -$56.8K ﹤0.01% 1628
2022
Q2 		$3.37M Sell
19,708
-431
-2% -$81.4K ﹤0.01% 1611
2022
Q1 		$4.83M Sell
20,139
-196
-1% -$49.5K ﹤0.01% 1535
2021
Q4 		$6.04M Buy
20,335
+481
+2% +$149K ﹤0.01% 1471
2021
Q3 		$6.16M Buy
19,854
+1,528
+8% +$454K ﹤0.01% 1437
2021
Q2 		$5.09M Sell
18,326
-4,490
-20% -$1.21M ﹤0.01% 1520
2021
Q1 		$5.37M Buy
22,816
+517
+2% +$124K ﹤0.01% 1520
2020
Q4 		$4.84M Sell
22,299
-223
-1% -$40.5K ﹤0.01% 1477
2020
Q3 		$3.12M Buy
22,522
+112
+0.5% +$15.2K ﹤0.01% 1571
2020
Q2 		$2.61M Buy
22,410
+1,411
+7% +$132K ﹤0.01% 1618
2020
Q1 		$1.6M Buy
20,999
+2,113
+11% +$238K ﹤0.01% 1672
2019
Q4 		$2.3M Buy
18,886
+2,423
+15% +$270K ﹤0.01% 1732
2019
Q3 		$1.82M Sell
16,463
-1,008
-6% -$108K ﹤0.01% 1767
2019
Q2 		$1.88M Sell
17,471
-129
-0.7% -$14.4K ﹤0.01% 1716
2019
Q1 		$1.72M Buy
17,600
+1,343
+8% +$127K ﹤0.01% 1752
2018
Q4 		$1.29M Sell
16,257
-19
-0.1% -$1.84K ﹤0.01% 1805
2018
Q3 		$1.85M Buy
16,276
+910
+6% +$116K ﹤0.01% 1732
2018
Q2 		$1.98M Sell
15,366
-325
-2% -$40.3K ﹤0.01% 1671
2018
Q1 		$1.94M Buy
15,691
+2,798
+22% +$354K ﹤0.01% 1631
2017
Q4 		$1.48M Sell
12,893
-31
-0.2% -$3.64K ﹤0.01% 1740
2017
Q3 		$1.5M Buy
12,924
+834
+7% +$93.2K ﹤0.01% 1706
2017
Q2 		$1.34M Buy
12,090
+1,796
+17% +$190K ﹤0.01% 1726
2017
Q1 		$1.09M Buy
10,294
+1,172
+13% +$131K ﹤0.01% 1763
2016
Q4 		$1.08M Buy
9,122
+4,197
+85% +$458K ﹤0.01% 1709
2016
Q3 		$480K Buy
4,925
+3,938
+399% +$345K ﹤0.01% 1715
2016
Q2 		$70K Sell
987
-325
-25% -$24.6K ﹤0.01% 2299
2016
Q1 		$104K Hold
1,312
– – ﹤0.01% 2019
2015
Q4 		$154K Hold
1,312
– – ﹤0.01% 1861
2015
Q3 		$131K Hold
1,312
– – ﹤0.01% 1894
2015
Q2 		$172K Hold
1,312
– – ﹤0.01% 1809
2015
Q1 		$172K Buy
1,312
+303
+30% +$42.8K ﹤0.01% 1748
2014
Q4 		$173K Sell
1,009
-33
-3% -$5.52K ﹤0.01% 1647
2014
Q3 		$182K Buy
+1,042
New +$212K ﹤0.01% 1553

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

Legal & General Group's VRTS Position: Q1 2026 in Review

Legal & General Group reduced its Virtus Investment Partners (VRTS) stake by 11% in Q1 2026, selling an estimated $254K and leaving 13,879 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Legal & General Group first reported a position in VRTS in Q3 2014 and has held it in 47 quarters since. The position peaked at $6.16M in Q3 2021. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Legal & General Group held 13,879 shares of Virtus Investment Partners worth $1.86M as of Q1 2026.
  • Legal & General Group sold 1,725 Virtus Investment Partners shares in Q1 2026, an estimated $254K.
  • Virtus Investment Partners made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1935 holding.
  • Legal & General Group first reported a position in Virtus Investment Partners in Q3 2014 and has held it in 47 quarters since.
  • Legal & General Group's Virtus Investment Partners position peaked at $6.16M in Q3 2021.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.