Braun-Bostich & Associates’s Verisk Analytics VRSK Stock Holding History

Braun-Bostich & Associates’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 Q2	–	Sell	-869	Closed	-$205K	–	148
2024 Q1	$205K	Sell	869 -471	-35%	-$113K	0.17%	123
2023 Q4	$320K	Sell	1,340 -283	-17%	-$67K	0.29%	89
2023 Q3	$383K	Buy	+1,623	New	+$383K	0.72%	25
2020 Q4	–	Sell	-1,697	Closed	-$314K	–	222
2020 Q3	$314K	Buy	1,697 +1,581	+1,363%	+$289K	0.31%	47
2020 Q2	$20K	Buy	116 +37	+47%	+$5.85K	0.02%	169
2020 Q1	$11K	Hold	79	–	–	0.01%	201
2019 Q4	$12K	Buy	+79	New	+$11.7K	0.01%	225
2019 Q3	–	Sell	-79	Closed	-$12K	–	296
2019 Q2	$12K	Hold	79	–	–	0.01%	252
2019 Q1	$11K	Sell	79 -343	-81%	-$41.7K	0.01%	263
2018 Q4	$46K	Buy	422 +79	+23%	+$9.23K	0.05%	180
2018 Q3	$41K	Buy	343 +217	+172%	+$25.2K	0.04%	185
2018 Q2	$14K	Hold	126	–	–	0.01%	240
2018 Q1	$13K	Hold	126	–	–	0.01%	245
2017 Q4	$12K	Buy	+126	New	+$11.4K	0.01%	238

Other funds holding VRSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Braun-Bostich & Associates's VRSK Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of Verisk Analytics (VRSK) in Q2 2024, closing a stake of 869 shares — an estimated $205K sold.

Braun-Bostich & Associates first reported a position in VRSK in Q4 2017 and held it in 14 quarters. The position peaked at $383K in Q3 2023. 948 funds tracked by Wall St. Rank hold VRSK as of Q2 2024.

Braun-Bostich & Associates reported no remaining Verisk Analytics position as of Q2 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 869 Verisk Analytics shares in Q2 2024, an estimated $205K.
Braun-Bostich & Associates first reported a position in Verisk Analytics in Q4 2017 and held it in 14 quarters.
Braun-Bostich & Associates's Verisk Analytics position peaked at $383K in Q3 2023.
948 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.