Virtus Fund Advisers’s Hancock Whitney HWC Stock Holding History

Virtus Fund Advisers’s Portfolio HWC Stock Details HWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$29.6K	Buy	541 +18	+3%	+$996	0.09%	93
2024 Q3	$26.8K	Hold	523	–	–	0.11%	97
2024 Q2	$25K	Buy	523 +23	+5%	+$1.05K	0.1%	101
2024 Q1	$23K	Buy	+500	New	+$22.2K	0.08%	100
2016 Q1	–	Sell	-219	Closed	-$6K	–	622
2015 Q4	$6K	Hold	219	–	–	﹤0.01%	747
2015 Q3	$6K	Hold	219	–	–	﹤0.01%	739
2015 Q2	$7K	Sell	219 -1,370	-86%	-$41.5K	﹤0.01%	744
2015 Q1	$47K	Sell	1,589 -163	-9%	-$4.66K	﹤0.01%	740
2014 Q4	$54K	Hold	1,752	–	–	﹤0.01%	760
2014 Q3	$56K	Sell	1,752 -15,621	-90%	-$521K	﹤0.01%	781
2014 Q2	$614K	Buy	+17,373	New	+$600K	﹤0.01%	577

Other funds holding HWC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Virtus Fund Advisers's HWC Position: Q4 2024 in Review

Virtus Fund Advisers increased its Hancock Whitney (HWC) stake by 3.4% in Q4 2024, buying an estimated $996 and bringing the position to 541 shares worth $29.6K. The position accounts for 0.09% of the portfolio, ranked #93.

Virtus Fund Advisers first reported a position in HWC in Q2 2014 and has held it in 11 quarters since. The position peaked at $614K in Q2 2014. 344 funds tracked by Wall St. Rank hold HWC as of Q4 2024.

Virtus Fund Advisers held 541 shares of Hancock Whitney worth $29.6K as of Q4 2024.
Virtus Fund Advisers bought 18 Hancock Whitney shares in Q4 2024, an estimated $996.
Hancock Whitney made up 0.09% of Virtus Fund Advisers's portfolio in Q4 2024, its #93 holding.
Virtus Fund Advisers first reported a position in Hancock Whitney in Q2 2014 and has held it in 11 quarters since.
Virtus Fund Advisers's Hancock Whitney position peaked at $614K in Q2 2014.
344 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.