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First Trust Direct Indexing’s Verisk Analytics VRSK Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-5,273
Closed -$1.41M – 903
2024
Q3 		$1.41M Buy
5,273
+153
+3% +$41.4K 0.08% 263
2024
Q2 		$1.38M Buy
5,120
+749
+17% +$183K 0.09% 243
2024
Q1 		$1.03M Buy
4,371
+249
+6% +$59.8K 0.08% 288
2023
Q4 		$985K Buy
4,122
+453
+12% +$107K 0.09% 262
2023
Q3 		$867K Buy
3,669
+42
+1% +$9.9K 0.1% 238
2023
Q2 		$820K Buy
3,627
+74
+2% +$15.5K 0.09% 264
2023
Q1 		$682K Sell
3,553
-218
-6% -$39.5K 0.08% 313
2022
Q4 		$665K Buy
3,771
+838
+29% +$147K 0.09% 301
2022
Q3 		$500K Buy
2,933
+67
+2% +$12.5K 0.07% 342
2022
Q2 		$496K Buy
2,866
+610
+27% +$114K 0.07% 357
2022
Q1 		$484K Buy
2,256
+290
+15% +$57.2K 0.06% 378
2021
Q4 		$450K Sell
1,966
-2
-0.1% -$436 0.06% 378
2021
Q3 		$394K Sell
1,968
-683
-26% -$132K 0.06% 402
2021
Q2 		$463K Buy
2,651
+1,192
+82% +$211K 0.07% 340
2021
Q1 		$258K Buy
1,459
+48
+3% +$8.79K 0.07% 334
2020
Q4 		$293K Buy
+1,411
New +$274K 0.08% 290

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

First Trust Direct Indexing's VRSK Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Verisk Analytics (VRSK) in Q4 2024, closing a stake of 5,273 shares — an estimated $1.41M sold.

First Trust Direct Indexing first reported a position in VRSK in Q4 2020 and held it in 16 quarters. The position peaked at $1.41M in Q3 2024. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Verisk Analytics position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,273 Verisk Analytics shares in Q4 2024, an estimated $1.41M.
  • First Trust Direct Indexing first reported a position in Verisk Analytics in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Verisk Analytics position peaked at $1.41M in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.