Virtus Investment Advisers’s MediaAlpha MAX Stock Holding History

Virtus Investment Advisers’s Portfolio MAX Stock Details MAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,198	Closed	-$172K	–	593
2024 Q4	$172K	Buy	+15,198	New	+$219K	0.13%	209

Other funds holding MAX

WMIG

White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Virtus Investment Advisers's MAX Position: Q1 2025 in Review

Virtus Investment Advisers sold out of MediaAlpha (MAX) in Q1 2025, closing a stake of 15,198 shares — an estimated $172K sold.

Virtus Investment Advisers first reported a position in MAX in Q4 2024 and held it in 1 quarter. The position peaked at $172K in Q4 2024. 144 funds tracked by Wall St. Rank hold MAX as of Q1 2025.

Virtus Investment Advisers reported no remaining MediaAlpha position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 15,198 MediaAlpha shares in Q1 2025, an estimated $172K.
Virtus Investment Advisers first reported a position in MediaAlpha in Q4 2024 and held it in 1 quarter.
Virtus Investment Advisers's MediaAlpha position peaked at $172K in Q4 2024.
144 funds tracked by Wall St. Rank held MediaAlpha as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.