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Concurrent Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Concurrent Investment Advisors’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 		$758K Buy
3,995
+413
+12% +$83.8K 0.01% 1007
2025
Q4 		$801K Buy
3,582
+1,025
+40% +$231K 0.01% 930
2025
Q3 		$643K Sell
2,557
-26
-1% -$7.14K 0.01% 811
2025
Q2 		$805K Sell
2,583
-383
-13% -$116K 0.02% 670
2025
Q1 		$883K Buy
2,966
+1,591
+116% +$459K 0.02% 582
2024
Q4 		$379K Sell
1,375
-35
-2% -$9.74K 0.01% 755
2024
Q3 		$378K Buy
1,410
+130
+10% +$35.2K 0.01% 701
2024
Q2 		$345K Buy
1,280
+314
+33% +$76.8K 0.01% 695
2024
Q1 		$228K Buy
966
+110
+13% +$26.4K 0.01% 758
2023
Q4 		$204K Buy
+856
New +$203K 0.01% 765

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