Beacon Capital Management Inc (Ohio)’s Verisk Analytics VRSK Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	–	Sell	-1,425	Closed	-$251K	–	126
2022 Q4	$251K	Hold	1,425	–	–	0.01%	26
2022 Q3	$243K	Hold	1,425	–	–	0.01%	26
2022 Q2	$247K	Hold	1,425	–	–	0.01%	28
2022 Q1	$306K	Sell	1,425 -237	-14%	-$46.7K	0.01%	28
2021 Q4	$380K	Hold	1,662	–	–	0.01%	29
2021 Q3	$333K	Sell	1,662 -1,660	-50%	-$322K	0.01%	27
2021 Q2	$580K	Hold	3,322	–	–	0.02%	23
2021 Q1	$587K	Hold	3,322	–	–	0.02%	20
2020 Q4	$690K	Hold	3,322	–	–	0.03%	20
2020 Q3	$616K	Buy	3,322 +247	+8%	+$45.2K	0.03%	20
2020 Q2	$523K	Buy	+3,075	New	+$486K	0.03%	19

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s VRSK Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of Verisk Analytics (VRSK) in Q1 2023, closing a stake of 1,425 shares — an estimated $251K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VRSK in Q2 2020 and held it in 11 quarters. The position peaked at $690K in Q4 2020. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

Beacon Capital Management Inc (Ohio) reported no remaining Verisk Analytics position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 1,425 Verisk Analytics shares in Q1 2023, an estimated $251K.
Beacon Capital Management Inc (Ohio) first reported a position in Verisk Analytics in Q2 2020 and held it in 11 quarters.
Beacon Capital Management Inc (Ohio)'s Verisk Analytics position peaked at $690K in Q4 2020.
797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.