GLLW
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Graves Light Lenhart Wealth’s Verisk Analytics VRSK Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q3 		– Sell
-127
Closed -$22K – 600
2022
Q2 		$22K Hold
127
– – ﹤0.01% 409
2022
Q1 		$27K Hold
127
– – ﹤0.01% 438
2021
Q4 		$29K Hold
127
– – ﹤0.01% 490
2021
Q3 		$25K Hold
127
– – ﹤0.01% 467
2021
Q2 		$22K Hold
127
– – ﹤0.01% 492
2021
Q1 		$22K Hold
127
– – ﹤0.01% 496
2020
Q4 		$26K Buy
+127
New +$24.7K ﹤0.01% 445

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return