Evergreen Capital Management’s Verisk Analytics VRSK Stock Holding History

Evergreen Capital 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
2026 Q1	$395K	Sell	2,083 -3,177	-60%	-$645K	0.01%	933
2025 Q4	$1.18M	Buy	5,260 +4,379	+497%	+$988K	0.03%	422
2025 Q3	$222K	Sell	881 -301	-25%	-$82.6K	0.01%	1169
2025 Q2	$368K	Buy	1,182 +96	+9%	+$29.1K	0.01%	707
2025 Q1	$323K	Buy	1,086 +120	+12%	+$34.6K	0.01%	703
2024 Q4	$266K	Buy	966 +94	+11%	+$26.2K	0.01%	803
2024 Q3	$234K	Sell	872 -18	-2%	-$4.87K	0.01%	850
2024 Q2	$240K	Buy	+890	New	+$218K	0.01%	759
2024 Q1	–	Sell	-854	Closed	-$204K	–	928
2023 Q4	$204K	Buy	+854	New	+$202K	0.01%	770

Other funds holding VRSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return