Corient Private Wealth’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$72.4M Buy
248,780
+123,623
+99% +$36M 0.08% 205
2025
Q1
$37.2M Buy
125,157
+1,080
+0.9% +$321K 0.06% 275
2024
Q4
$34.2M Sell
124,077
-1,091
-0.9% -$300K 0.06% 285
2024
Q3
$33.5M Sell
125,168
-1,292
-1% -$346K 0.05% 302
2024
Q2
$34.1M Sell
126,460
-7,644
-6% -$2.06M 0.06% 288
2024
Q1
$31.6M Sell
134,104
-2,679
-2% -$632K 0.06% 308
2023
Q4
$32.7M Buy
136,783
+1,600
+1% +$382K 0.06% 294
2023
Q3
$31.9M Sell
135,183
-1,498
-1% -$354K 0.07% 269
2023
Q2
$30.9M Sell
136,681
-6,755
-5% -$1.53M 0.07% 258
2023
Q1
$27.5M Buy
143,436
+2,201
+2% +$422K 0.07% 258
2022
Q4
$24.9M Buy
+141,235
New +$24.9M 0.09% 237