Mariner
VRTS icon

Mariner’s Virtus Investment Partners VRTS Stock Holding History

Mariner’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 		$625K Sell
4,652
-639
-12% -$94.3K ﹤0.01% 2318
2025
Q4 		$864K Buy
5,291
+912
+21% +$154K ﹤0.01% 2051
2025
Q3 		$832K Buy
4,379
+1,327
+43% +$261K ﹤0.01% 2048
2025
Q2 		$554K Buy
3,052
+791
+35% +$132K ﹤0.01% 2246
2025
Q1 		$390K Sell
2,261
-692
-23% -$132K ﹤0.01% 2402
2024
Q4 		$651K Buy
2,953
+389
+15% +$88.6K ﹤0.01% 1969
2024
Q3 		$537K Sell
2,564
-288
-10% -$61.7K ﹤0.01% 2074
2024
Q2 		$644K Buy
2,852
+63
+2% +$14.3K ﹤0.01% 1859
2024
Q1 		$692K Buy
2,789
+147
+6% +$34.8K ﹤0.01% 1786
2023
Q4 		$639K Buy
2,642
+210
+9% +$41.9K ﹤0.01% 1778
2023
Q3 		$491K Buy
2,432
+265
+12% +$53.9K ﹤0.01% 1792
2023
Q2 		$428K Buy
2,167
+62
+3% +$11.7K ﹤0.01% 1855
2023
Q1 		$400K Buy
2,105
+5
+0.2% +$1.01K ﹤0.01% 1840
2022
Q4 		$402K Buy
2,100
+17
+0.8% +$3.04K ﹤0.01% 1801
2022
Q3 		$332K Buy
+2,083
New +$400K ﹤0.01% 1710

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

Mariner's VRTS Position: Q1 2026 in Review

Mariner reduced its Virtus Investment Partners (VRTS) stake by 12% in Q1 2026, selling an estimated $94.3K and leaving 4,652 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Mariner first reported a position in VRTS in Q3 2022 and has held it in 15 quarters since. The position peaked at $864K in Q4 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • Mariner held 4,652 shares of Virtus Investment Partners worth $625K as of Q1 2026.
  • Mariner sold 639 Virtus Investment Partners shares in Q1 2026, an estimated $94.3K.
  • Virtus Investment Partners made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2318 holding.
  • Mariner first reported a position in Virtus Investment Partners in Q3 2022 and has held it in 15 quarters since.
  • Mariner's Virtus Investment Partners position peaked at $864K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.