CMC Financial Group’s Verisk Analytics VRSK Stock Holding History

CMC Financial Group’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
2022 Q1	–	Sell	-6,791	Closed	-$1.55M	–	41
2021 Q4	$1.55M	Buy	6,791 +1	+0%	+$218	0.84%	17
2021 Q3	$1.36M	Sell	6,790 -17	-0.2%	-$3.29K	0.79%	14
2021 Q2	$1.19M	Sell	6,807 -102	-1%	-$18.1K	0.68%	19
2021 Q1	$1.22M	Sell	6,909 -235	-3%	-$43K	0.73%	19
2020 Q4	$1.48M	Sell	7,144 -519	-7%	-$101K	1.16%	10
2020 Q3	$1.42M	Sell	7,663 -105	-1%	-$19.2K	1.38%	8
2020 Q2	$1.32M	Sell	7,768 -1,494	-16%	-$236K	0.98%	7
2020 Q1	$1.29M	Sell	9,262 -27	-0.3%	-$4.23K	5.62%	5
2019 Q4	$1.39M	Sell	9,289 -49	-0.5%	-$7.26K	1.18%	8
2019 Q3	$1.48M	Hold	9,338	–	–	1.95%	8
2019 Q2	$1.37M	Sell	9,338 -78	-0.8%	-$11K	1.75%	8
2019 Q1	$1.25M	Buy	9,416 +67	+0.7%	+$8.15K	1.17%	15
2018 Q4	$1.02M	Buy	+9,349	New	+$1.09M	1.04%	12

Other funds holding VRSK

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

BlackRock New York $5.72T 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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