GWM
VRSK icon

Greenwich Wealth Management’s Verisk Analytics VRSK Stock Holding History

Greenwich 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
2022
Q1 		– Sell
-1,091
Closed -$249K – 251
2021
Q4 		$249K Sell
1,091
-8
-0.7% -$1.75K 0.02% 208
2021
Q3 		$220K Sell
1,099
-120
-10% -$23.2K 0.02% 222
2021
Q2 		$213K Sell
1,219
-141
-10% -$25K 0.02% 209
2021
Q1 		$240K Buy
1,360
+46
+4% +$8.43K 0.02% 182
2020
Q4 		$273K Buy
1,314
+127
+11% +$24.7K 0.02% 161
2020
Q3 		$220K Sell
1,187
-91
-7% -$16.7K 0.04% 171
2020
Q2 		$217K Buy
+1,278
New +$202K 0.04% 168
2020
Q1 		– Sell
-1,565
Closed -$234K – 206
2019
Q4 		$234K Sell
1,565
-49
-3% -$7.26K 0.05% 168
2019
Q3 		$255K Sell
1,614
-602
-27% -$93.4K 0.05% 160
2019
Q2 		$325K Buy
+2,216
New +$312K 0.06% 148

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return