CAPTRUST Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.8M Buy
114,864
+6,100
+6% +$1.9M 0.08% 206
2025
Q1
$32.4M Buy
108,764
+16,239
+18% +$4.83M 0.08% 206
2024
Q4
$25.5M Buy
92,525
+6,517
+8% +$1.79M 0.07% 197
2024
Q3
$23M Buy
86,008
+1,247
+1% +$334K 0.07% 216
2024
Q2
$22.8M Buy
84,761
+5,032
+6% +$1.36M 0.07% 198
2024
Q1
$18.8M Buy
79,729
+67,744
+565% +$16M 0.07% 233
2023
Q4
$2.86M Buy
11,985
+1,065
+10% +$254K 0.01% 758
2023
Q3
$2.58M Sell
10,920
-265
-2% -$62.6K 0.01% 759
2023
Q2
$2.53M Sell
11,185
-2,166
-16% -$490K 0.01% 734
2023
Q1
$2.56M Buy
13,351
+683
+5% +$131K 0.01% 658
2022
Q4
$2.23M Buy
12,668
+3,763
+42% +$664K 0.01% 682
2022
Q3
$1.52M Buy
8,905
+460
+5% +$78.5K 0.01% 764
2022
Q2
$1.46M Buy
8,445
+1,342
+19% +$232K 0.01% 692
2022
Q1
$1.53M Buy
7,103
+1,007
+17% +$216K 0.01% 681
2021
Q4
$1.39M Buy
6,096
+143
+2% +$32.7K 0.01% 680
2021
Q3
$1.19M Sell
5,953
-156
-3% -$31.2K 0.01% 684
2021
Q2
$1.07M Sell
6,109
-4,453
-42% -$778K 0.01% 695
2021
Q1
$1.87M Buy
10,562
+704
+7% +$124K 0.02% 487
2020
Q4
$2.05M Buy
9,858
+1,411
+17% +$293K 0.03% 401
2020
Q3
$1.57M Buy
8,447
+1,359
+19% +$252K 0.03% 387
2020
Q2
$1.22M Buy
7,088
+1,283
+22% +$221K 0.02% 448
2020
Q1
$817K Sell
5,805
-213
-4% -$30K 0.02% 458
2019
Q4
$909K Buy
6,018
+5,304
+743% +$801K 0.01% 523
2019
Q3
$113K Sell
714
-7
-1% -$1.11K ﹤0.01% 737
2019
Q2
$106K Sell
721
-85
-11% -$12.5K ﹤0.01% 743
2019
Q1
$107K Sell
806
-89
-10% -$11.8K ﹤0.01% 678
2018
Q4
$98K Buy
895
+127
+17% +$13.9K 0.01% 593
2018
Q3
$93K Sell
768
-773
-50% -$93.6K ﹤0.01% 625
2018
Q2
$166K Buy
1,541
+750
+95% +$80.8K 0.01% 397
2018
Q1
$80K Buy
791
+567
+253% +$57.3K ﹤0.01% 491
2017
Q4
$22K Buy
+224
New +$22K ﹤0.01% 764