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Bartlett & Co’s Verisk Analytics VRSK Stock Holding History

Bartlett & Co’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 		$25K Hold
104
– – ﹤0.01% 842
2023
Q3 		$25K Hold
104
– – ﹤0.01% 774
2023
Q2 		$24K Hold
104
– – ﹤0.01% 791
2023
Q1 		$20K Hold
104
– – ﹤0.01% 715
2022
Q4 		$18K Sell
104
-16
-13% -$2.81K ﹤0.01% 738
2022
Q3 		$20K Hold
120
– – ﹤0.01% 707
2022
Q2 		$21K Buy
120
+30
+33% +$5.59K ﹤0.01% 730
2022
Q1 		$19K Buy
+90
New +$17.7K ﹤0.01% 739
2021
Q4 		– Sell
-115
Closed -$23K – 878
2021
Q3 		$23K Buy
+115
New +$22.3K ﹤0.01% 622
2016
Q3 		– Sell
-12
Closed -$1K – 732
2016
Q2 		$1K Buy
+12
New +$941 ﹤0.01% 716

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
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
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

Bartlett & Co's VRSK Position: Q4 2023 in Review

Bartlett & Co held its Verisk Analytics (VRSK) position steady in Q4 2023 at 104 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Bartlett & Co first reported a position in VRSK in Q2 2016 and has held it in 10 quarters since. 902 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • Bartlett & Co held 104 shares of Verisk Analytics worth $25K as of Q4 2023.
  • Bartlett & Co left its Verisk Analytics share count unchanged in Q4 2023.
  • Verisk Analytics made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #842 holding.
  • Bartlett & Co first reported a position in Verisk Analytics in Q2 2016 and has held it in 10 quarters since.
  • 902 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.