2Xideas’s Verisk Analytics VRSK Stock Holding History

2Xideas’s Portfolio VRSK Stock Details VRSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-39,789	Closed	-$9.4M	–	58
2023 Q3	$9.4M	Sell	39,789 -21,064	-35%	-$4.96M	1.04%	55
2023 Q2	$13.8M	Buy	60,853 +743	+1%	+$156K	1.32%	22
2023 Q1	$11.5M	Buy	60,110 +2,699	+5%	+$489K	1.11%	37
2022 Q4	$10.1M	Buy	57,411 +4,970	+9%	+$873K	1.07%	38
2022 Q3	$8.94M	Sell	52,441 -10,017	-16%	-$1.87M	0.94%	38
2022 Q2	$10.8M	Sell	62,458 -6,442	-9%	-$1.2M	0.99%	37
2022 Q1	$14.8M	Sell	68,900 -3,467	-5%	-$684K	1.04%	25
2021 Q4	$16.6M	Buy	72,367 +8,798	+14%	+$1.92M	1%	30
2021 Q3	$12.7M	Buy	63,569 +10,697	+20%	+$2.07M	0.97%	19
2021 Q2	$9.24M	Buy	52,872 +9,647	+22%	+$1.71M	0.83%	56
2021 Q1	$7.64M	Buy	43,225 +8,326	+24%	+$1.52M	0.84%	64
2020 Q4	$7.25M	Buy	+34,899	New	+$6.78M	0.9%	32

Other funds holding VRSK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return