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Bollard Group’s Verisk Analytics VRSK Stock Holding History

Bollard Group’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
-10
Closed -$2K – 648
2023
Q2 		$2K Buy
+10
New +$2.1K ﹤0.01% 563
2019
Q2 		– Sell
-301
Closed -$40K – 265
2019
Q1 		$40K Buy
301
+1
+0.3% +$122 ﹤0.01% 215
2018
Q4 		$33K Buy
+300
New +$35.1K ﹤0.01% 216

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bollard Group's VRSK Position: Q3 2023 in Review

Bollard Group sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 10 shares — an estimated $2K sold.

Bollard Group first reported a position in VRSK in Q4 2018 and held it in 3 quarters. The position peaked at $40K in Q1 2019. 874 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Bollard Group reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
  • Bollard Group sold 10 Verisk Analytics shares in Q3 2023, an estimated $2K.
  • Bollard Group first reported a position in Verisk Analytics in Q4 2018 and held it in 3 quarters.
  • Bollard Group's Verisk Analytics position peaked at $40K in Q1 2019.
  • 874 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.