Cannell & Spears’s Verisk Analytics VRSK Stock Holding History

Cannell & Spears’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 Q1	–	Sell	-3,000	Closed	-$529K	–	232
2022 Q4	$529K	Hold	3,000	–	–	0.05%	128
2022 Q3	$512K	Hold	3,000	–	–	0.05%	117
2022 Q2	$519K	Hold	3,000	–	–	0.05%	127
2022 Q1	$644K	Hold	3,000	–	–	0.05%	126
2021 Q4	$686K	Hold	3,000	–	–	0.05%	130
2021 Q3	$601K	Hold	3,000	–	–	0.04%	133
2021 Q2	$524K	Hold	3,000	–	–	0.04%	142
2021 Q1	$530K	Hold	3,000	–	–	0.04%	135
2020 Q4	$623K	Hold	3,000	–	–	0.05%	113
2020 Q3	$556K	Hold	3,000	–	–	0.05%	120
2020 Q2	$511K	Hold	3,000	–	–	0.05%	117
2020 Q1	$418K	Sell	3,000 -45	-1%	-$7.05K	0.05%	120
2019 Q4	$455K	Buy	3,045 +45	+2%	+$6.67K	0.05%	116
2019 Q3	$474K	Hold	3,000	–	–	0.06%	106
2019 Q2	$439K	Hold	3,000	–	–	0.05%	109
2019 Q1	$399K	Hold	3,000	–	–	0.05%	112
2018 Q4	$327K	Hold	3,000	–	–	0.05%	120
2018 Q3	$362K	Hold	3,000	–	–	0.04%	123
2018 Q2	$323K	Hold	3,000	–	–	0.04%	127
2018 Q1	$312K	Hold	3,000	–	–	0.04%	130
2017 Q4	$288K	Buy	+3,000	New	+$272K	0.04%	142

Other funds holding VRSK

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity Investments

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

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return