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VRSK icon

Ergoteles’s Verisk Analytics VRSK Stock Holding History

Ergoteles’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
-18,296
Closed -$4.14M – 824
2023
Q2 		$4.14M Buy
+18,296
New +$3.84M 0.2% 125
2021
Q3 		– Sell
-24,117
Closed -$4.21M – 1709
2021
Q2 		$4.21M Buy
+24,117
New +$4.28M 0.1% 253
2020
Q4 		– Sell
-1,800
Closed -$334K – 931
2020
Q3 		$334K Buy
+1,800
New +$330K 0.04% 314

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
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

Ergoteles's VRSK Position: Q3 2023 in Review

Ergoteles sold out of Verisk Analytics (VRSK) in Q3 2023, closing a stake of 18,296 shares — an estimated $4.14M sold.

Ergoteles first reported a position in VRSK in Q3 2020 and held it in 3 quarters. The position peaked at $4.21M in Q2 2021. 874 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Ergoteles reported no remaining Verisk Analytics position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 18,296 Verisk Analytics shares in Q3 2023, an estimated $4.14M.
  • Ergoteles first reported a position in Verisk Analytics in Q3 2020 and held it in 3 quarters.
  • Ergoteles's Verisk Analytics position peaked at $4.21M in Q2 2021.
  • 874 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.