DI
VRSK icon

Disciplined Investments’s Verisk Analytics VRSK Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-17
Closed -$3.84K – 1510
2023
Q2 		$3.84K Sell
17
-1
-6% -$210 ﹤0.01% 462
2023
Q1 		$3.45K Buy
18
+7
+64% +$1.27K ﹤0.01% 494
2022
Q4 		$1.94K Sell
11
-3
-21% -$527 ﹤0.01% 633
2022
Q3 		$2K Sell
14
-5
-26% -$935 ﹤0.01% 738
2022
Q2 		$3K Buy
19
+3
+19% +$559 ﹤0.01% 580
2022
Q1 		$3K Buy
+16
New +$3.15K ﹤0.01% 615
2020
Q1 		– Sell
-18
Closed -$3K – 475
2019
Q4 		$3K Buy
+18
New +$2.67K ﹤0.01% 368

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return