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VRSK icon

Doliver Advisors’s Verisk Analytics VRSK Stock Holding History

Doliver 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
2021
Q1 		– Sell
-4,518
Closed -$938K – 155
2020
Q4 		$938K Buy
4,518
+405
+10% +$78.7K 0.41% 43
2020
Q3 		$762K Sell
4,113
-2,347
-36% -$430K 0.39% 52
2020
Q2 		$1.1M Buy
6,460
+333
+5% +$52.6K 0.49% 38
2020
Q1 		$930K Sell
6,127
-99
-2% -$15.5K 0.46% 36
2019
Q4 		$930K Buy
6,226
+281
+5% +$41.6K 0.37% 36
2019
Q3 		$928K Buy
5,945
+76
+1% +$11.8K 0.37% 39
2019
Q2 		$860K Buy
5,869
+20
+0.3% +$2.82K 0.34% 32
2019
Q1 		$778K Buy
5,849
+1,827
+45% +$222K 0.31% 35
2018
Q4 		$439K Buy
+4,022
New +$470K 0.22% 64

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Doliver Advisors's VRSK Position: Q1 2021 in Review

Doliver Advisors sold out of Verisk Analytics (VRSK) in Q1 2021, closing a stake of 4,518 shares — an estimated $938K sold.

Doliver Advisors first reported a position in VRSK in Q4 2018 and held it in 9 quarters. The position peaked at $1.1M in Q2 2020. 753 funds tracked by Wall St. Rank hold VRSK as of Q1 2021.

  • Doliver Advisors reported no remaining Verisk Analytics position as of Q1 2021 after selling out during the quarter.
  • Doliver Advisors sold 4,518 Verisk Analytics shares in Q1 2021, an estimated $938K.
  • Doliver Advisors first reported a position in Verisk Analytics in Q4 2018 and held it in 9 quarters.
  • Doliver Advisors's Verisk Analytics position peaked at $1.1M in Q2 2020.
  • 753 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2021.

Based on Doliver Advisors's 13F filing for Q1 2021, filed 7 May 2021.