CSWM
VRSK icon

Cassady Schiller Wealth Management’s Verisk Analytics VRSK Stock Holding History

Cassady Schiller Wealth 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 		$2.2K Buy
+8
New +$2.23K ﹤0.01% 553
2022
Q1 		– Sell
-5
Closed -$1K – 585
2021
Q4 		$1K Buy
+5
New +$1.09K ﹤0.01% 521

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 $1.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $34.1B AUM 20.22% 1-Year Est. Return

Cassady Schiller Wealth Management's VRSK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Verisk Analytics (VRSK) in Q4 2024: 8 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in VRSK as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in VRSK in Q4 2021 and has held it in 2 quarters since. 993 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Verisk Analytics worth $2.2K as of Q4 2024.
  • Verisk Analytics was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Verisk Analytics made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #553 holding.
  • Cassady Schiller Wealth Management first reported a position in Verisk Analytics in Q4 2021 and has held it in 2 quarters since.
  • 993 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.