Caldwell Trust’s Verisk Analytics VRSK Stock Holding History

Caldwell Trust’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 Q3	–	Sell	-340	Closed	-$91.6K	–	724
2024 Q2	$91.6K	Hold	340	–	–	0.01%	388
2024 Q1	$80.1K	Buy	+340	New	+$81.7K	0.01%	403

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

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

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

Caldwell Trust's VRSK Position: Q3 2024 in Review

Caldwell Trust sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 340 shares — an estimated $91.6K sold.

Caldwell Trust first reported a position in VRSK in Q1 2024 and held it in 2 quarters. The position peaked at $91.6K in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

Caldwell Trust reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
Caldwell Trust sold 340 Verisk Analytics shares in Q3 2024, an estimated $91.6K.
Caldwell Trust first reported a position in Verisk Analytics in Q1 2024 and held it in 2 quarters.
Caldwell Trust's Verisk Analytics position peaked at $91.6K in Q2 2024.
954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Caldwell Trust's 13F filing for Q3 2024, filed 24 Sep 2025.