BFM
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Boston Financial Management’s Verisk Analytics VRSK Stock Holding History

Boston Financial Management’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
2024
Q4 		$3.86M Sell
13,997
-80
-0.6% -$22.3K 0.12% 114
2024
Q3 		$3.77M Sell
14,077
-29
-0.2% -$7.85K 0.11% 114
2024
Q2 		$3.8M Buy
14,106
+415
+3% +$102K 0.12% 111
2024
Q1 		$3.23M Hold
13,691
– – 0.1% 119
2023
Q4 		$3.27M Sell
13,691
-36
-0.3% -$8.52K 0.11% 115
2023
Q3 		$3.24M Buy
13,727
+24
+0.2% +$5.66K 0.12% 110
2023
Q2 		$3.1M Hold
13,703
– – 0.11% 117
2023
Q1 		$2.63M Sell
13,703
-219
-2% -$39.7K 0.1% 123
2022
Q4 		$2.46M Buy
13,922
+1,707
+14% +$300K 0.1% 125
2022
Q3 		$2.08M Buy
12,215
+9,875
+422% +$1.85M 0.09% 122
2022
Q2 		$405K Buy
2,340
+4
+0.2% +$746 0.02% 224
2022
Q1 		$501K Hold
2,336
– – 0.02% 205
2021
Q4 		$534K Sell
2,336
-276
-11% -$60.2K 0.02% 189
2021
Q3 		$523K Hold
2,612
– – 0.02% 184
2021
Q2 		$456K Hold
2,612
– – 0.02% 190
2021
Q1 		$462K Sell
2,612
-300
-10% -$54.9K 0.02% 174
2020
Q4 		$605K Hold
2,912
– – 0.03% 152
2020
Q3 		$540K Hold
2,912
– – 0.03% 163
2020
Q2 		$496K Hold
2,912
– – 0.03% 162
2020
Q1 		$406K Buy
+2,912
New +$456K 0.03% 169

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Boston Financial Management's VRSK Position: Q4 2024 in Review

Boston Financial Management reduced its Verisk Analytics (VRSK) stake by 0.57% in Q4 2024, selling an estimated $22.3K and leaving 13,997 shares worth $3.86M. The position accounts for 0.12% of the portfolio, ranked #114.

Boston Financial Management first reported a position in VRSK in Q1 2020 and has held it in 20 quarters since. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Boston Financial Management held 13,997 shares of Verisk Analytics worth $3.86M as of Q4 2024.
  • Boston Financial Management sold 80 Verisk Analytics shares in Q4 2024, an estimated $22.3K.
  • Verisk Analytics made up 0.12% of Boston Financial Management's portfolio in Q4 2024, its #114 holding.
  • Boston Financial Management first reported a position in Verisk Analytics in Q1 2020 and has held it in 20 quarters since.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.