Virtus Investment Partners, Inc.
US ˙ NYSE ˙ US92828Q1094

SecurityVRTS / Virtus Investment Partners, Inc.
InstitutionKBC Group NV
Latest Disclosed Ownership240 shares
Latest Disclosed Value $ 32
KBC Group NV ownership in VRTS / Virtus Investment Partners, Inc.

On May 7, 2026 - KBC Group NV filed a 13F-HR form disclosing ownership of 240 shares of Virtus Investment Partners, Inc. (US:VRTS) valued at $32,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 240 shares of Virtus Investment Partners, Inc.. The current value of the position is $33,823 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 240 0 0.00 0 0.0000
2026-01-26 2025-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 240 0 0.00 0 0.0001
2026-01-20 2025-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 240 0 0.00 0 0.0001
2025-08-08 2025-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 240 -155 -39.24 0 0.0001
2025-04-25 2025-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 395 0 0.00 0 0.0002
2025-01-22 2024-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 395 150 61.22 0 0.0002
2024-11-06 2024-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 245 0 0.00 0 0.0002
2024-07-17 2024-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 245 0 0.00 0 0.0002
2024-05-08 2024-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 245 0 0.00 0 0.0002
2024-02-13 2023-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 245 0 0.00 0 0.0002
2024-02-15 2023-09-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 245 -266 -52.05 0 0.0002
2023-11-22 2023-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 511 0 0 0.0004
2024-02-15 2023-06-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 511 0 0.00 0 0.0004
2023-07-28 2023-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 511 0 0 0.0004
2024-02-14 2023-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 511 -85 -14.26 0 0.0004
2023-05-04 2023-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 511 -85 0 0.0005
2024-02-14 2022-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 596 0 0.00 0 0.0006
2023-02-13 2022-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 596 0 0 0.0000
2024-02-15 2022-09-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 596 0 0.00 0 0.0005
2022-11-08 2022-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 596 0 95 0.0005
2024-02-14 2022-06-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 596 596 0 0.0005
2022-07-26 2022-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 596 596 102 0.0005
2024-02-14 2022-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 0 -630 -100.00 0 0.0000
2022-05-06 2022-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 0 -630 0
2024-02-14 2021-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 630 0 0.00 0 -100.00 0.0006
2022-02-03 2021-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 630 0 187 0.0006
2021-11-10 2021-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 630 0 0.00 196 12.00 0.0007
2022-02-15 2021-06-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 630 630 175 0.0006
2021-08-11 2021-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 630 630 175 0.0006
2020-05-04 2020-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 0 -2,677 -100.00 0 -100.00
2020-02-11 2019-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 2,677 0 0.00 326 10.14 0.0021
2019-11-07 2019-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 2,677 2,677 0.00 296 -9.20 0.0022
2019-08-07 2019-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 0 -7,498 -100.00 0 -100.00
2019-01-31 2018-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 7,498 102 1.38 596 -29.13 0.0066
2018-11-14 2018-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 7,396 4,046 120.78 841 96.04 0.0064
2018-08-03 2018-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 3,350 -2,787 -45.41 429 -43.55 0.0037
2018-08-03 2018-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 6,137 -164 -2.60 760 4.83 0.0070
2018-05-09 2018-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 6,137 -164 760
2018-08-03 2017-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 6,301 -3,230 -33.89 725 -34.45 0.0062
2018-02-07 2017-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 6,301 -3,230 725
2017-11-13 2017-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 9,531 7,814 455.10 1,106 479.06 0.0100
2017-08-04 2017-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 1,717 -7,228 -80.80 191 -79.83 0.0018
2017-05-10 2017-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 8,945 7,127 392.02 947 340.47 0.0085
2017-02-16 2016-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 1,818 0 0.00 215 20.79 0.0021
2016-11-03 2016-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 1,818 1,173 181.86 178 286.96 0.0021
2016-08-03 2016-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 645 93 16.85 46 6.98 0.0007
2016-05-11 2016-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 552 552 -14.42 43 -6.52 0.0007
2015-02-12 2014-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 0 -2,912 -100.00 0 -100.00
2014-10-16 2014-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 2,912 2,902 29,020.00 506 25,200.00 0.0177
2014-08-01 2014-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 10 0 0.00 2 0.00 0.0000
2014-04-30 2014-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 10 -212 -95.50 2 -95.45 0.0000
2014-01-21 2013-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 222 -255 -53.46 44 -42.86 0.0007
2013-11-06 2013-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 477 255 114.86 77 97.44 0.0012
2013-07-29 2013-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 222 222 39 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.