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Bellwether Advisors’s Verisk Analytics VRSK Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-7,421
Closed -$1.68M – 125
2023
Q2 		$1.68M Buy
+7,421
New +$1.56M 0.49% 38
2022
Q2 		– Sell
-28
Closed -$5.22K – 588
2022
Q1 		$6K Hold
28
– – ﹤0.01% 350
2021
Q4 		$6K Hold
28
– – ﹤0.01% 383
2021
Q3 		$5K Buy
+28
New +$5.42K ﹤0.01% 374

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bellwether Advisors's VRSK Position: Q3 2023 in Review

Bellwether Advisors sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 7,421 shares — an estimated $1.68M sold.

Bellwether Advisors first reported a position in VRSK in Q3 2021 and held it in 4 quarters. The position peaked at $1.68M in Q2 2023. 873 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Bellwether Advisors reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
  • Bellwether Advisors sold 7,421 Verisk Analytics shares in Q3 2023, an estimated $1.68M.
  • Bellwether Advisors first reported a position in Verisk Analytics in Q3 2021 and held it in 4 quarters.
  • Bellwether Advisors's Verisk Analytics position peaked at $1.68M in Q2 2023.
  • 873 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Bellwether Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.