CW
VRSK icon

Connectus Wealth’s Verisk Analytics VRSK Stock Holding History

Connectus Wealth’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
Q1 		$55.3K Buy
10,987
+99
+0.9% +$23.8K ﹤0.01% 369
2023
Q4 		$2.6K Buy
+10,888
New +$2.58M ﹤0.01% 497
2023
Q1 		– Sell
-1,405
Closed -$2.48M – 470
2022
Q4 		$2.48M Sell
1,405
-99
-7% -$17.4K 0.06% 194
2022
Q3 		$2.56M Sell
1,504
-14,284
-90% -$2.67M 0.05% 238
2022
Q2 		$2.73M Sell
15,788
-3,012
-16% -$562K 0.06% 184
2022
Q1 		$4.07M Sell
18,800
-552
-3% -$109K 0.13% 115
2021
Q4 		$4.43M Buy
19,352
+2,034
+12% +$444K 0.17% 82
2021
Q3 		$3.47M Sell
17,318
-542
-3% -$105K 0.39% 28
2021
Q2 		$3.12M Buy
17,860
+113
+0.6% +$20K 0.35% 28
2021
Q1 		$3.22M Buy
+17,747
New +$3.25M 0.39% 28

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Connectus Wealth's VRSK Position: Q1 2024 in Review

Connectus Wealth increased its Verisk Analytics (VRSK) stake by 0.91% in Q1 2024, buying an estimated $23.8K and bringing the position to 10,987 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Connectus Wealth first reported a position in VRSK in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.43M in Q4 2021. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Connectus Wealth held 10,987 shares of Verisk Analytics worth $55.3K as of Q1 2024.
  • Connectus Wealth bought 99 Verisk Analytics shares in Q1 2024, an estimated $23.8K.
  • Verisk Analytics made up ﹤0.01% of Connectus Wealth's portfolio in Q1 2024, its #369 holding.
  • Connectus Wealth first reported a position in Verisk Analytics in Q1 2021 and has held it in 10 quarters since.
  • Connectus Wealth's Verisk Analytics position peaked at $4.43M in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.