Endurance Wealth Management’s Verisk Analytics VRSK Stock Holding History

Endurance Wealth Management’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 Q2	$390K	Hold	1,724	–	–	0.05%	142
2023 Q1	$331K	Hold	1,724	–	–	0.05%	152
2022 Q4	$304K	Buy	1,724 +75	+5%	+$13.2K	0.05%	150
2022 Q3	$281K	Hold	1,649	–	–	0.05%	158
2022 Q2	$285K	Hold	1,649	–	–	0.04%	165
2022 Q1	$354K	Hold	1,649	–	–	0.05%	160
2021 Q4	$377K	Hold	1,649	–	–	0.04%	169
2021 Q3	$330K	Hold	1,649	–	–	0.04%	180
2021 Q2	$288K	Hold	1,649	–	–	0.03%	190
2021 Q1	$291K	Buy	1,649 +768	+87%	+$141K	0.03%	186
2020 Q4	$183K	Hold	881	–	–	0.02%	205
2020 Q3	$163K	Buy	881 +81	+10%	+$14.8K	0.02%	201
2020 Q2	$136K	Hold	800	–	–	0.02%	209
2020 Q1	$112K	Buy	+800	New	+$125K	0.02%	219

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Endurance Wealth Management's VRSK Position: Q2 2023 in Review

Endurance Wealth Management held its Verisk Analytics (VRSK) position steady in Q2 2023 at 1,724 shares worth $390K. The position accounts for 0.05% of the portfolio, ranked #142.

Endurance Wealth Management first reported a position in VRSK in Q1 2020 and has held it in 14 quarters since. 868 funds tracked by Wall St. Rank hold VRSK as of Q2 2023.

Endurance Wealth Management held 1,724 shares of Verisk Analytics worth $390K as of Q2 2023.
Endurance Wealth Management left its Verisk Analytics share count unchanged in Q2 2023.
Verisk Analytics made up 0.05% of Endurance Wealth Management's portfolio in Q2 2023, its #142 holding.
Endurance Wealth Management first reported a position in Verisk Analytics in Q1 2020 and has held it in 14 quarters since.
868 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.