CWM
VRSK icon

Circle Wealth Management’s Verisk Analytics VRSK Stock Holding History

Circle 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
2026
Q1 		$469K Buy
+2,474
New +$502K 0.01% 204
2022
Q2 		– Sell
-4,128
Closed -$913K – 180
2022
Q1 		$913K Buy
4,128
+2,199
+114% +$434K 0.12% 75
2021
Q4 		$441K Sell
1,929
-883
-31% -$193K 0.06% 135
2021
Q3 		$563K Hold
2,812
– – 0.08% 107
2021
Q2 		$491K Buy
2,812
+468
+20% +$83K 0.07% 127
2021
Q1 		$414K Sell
2,344
-157
-6% -$28.8K 0.07% 127
2020
Q4 		$519K Buy
2,501
+463
+23% +$90K 0.07% 139
2020
Q3 		$378K Buy
2,038
+664
+48% +$122K 0.06% 136
2020
Q2 		$234K Buy
+1,374
New +$217K 0.04% 176

Other funds holding VRSK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return