GFS
VRSK icon

GYL Financial Synergies’s Verisk Analytics VRSK Stock Holding History

GYL Financial Synergies’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
Q3 		$2M Sell
7,481
-129
-2% -$34.9K 0.15% 129
2024
Q2 		$2.05M Sell
7,610
-13
-0.2% -$3.18K 0.16% 117
2024
Q1 		$1.8M Buy
7,623
+1,373
+22% +$330K 0.14% 132
2023
Q4 		$1.49M Buy
6,250
+101
+2% +$23.9K 0.12% 150
2023
Q3 		$1.45M Buy
6,149
+50
+0.8% +$11.8K 0.14% 141
2023
Q2 		$1.38M Buy
+6,099
New +$1.28M 0.13% 145

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

GYL Financial Synergies's VRSK Position: Q3 2024 in Review

GYL Financial Synergies reduced its Verisk Analytics (VRSK) stake by 1.7% in Q3 2024, selling an estimated $34.9K and leaving 7,481 shares worth $2M. The position accounts for 0.15% of the portfolio, ranked #129.

GYL Financial Synergies first reported a position in VRSK in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.05M in Q2 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • GYL Financial Synergies held 7,481 shares of Verisk Analytics worth $2M as of Q3 2024.
  • GYL Financial Synergies sold 129 Verisk Analytics shares in Q3 2024, an estimated $34.9K.
  • Verisk Analytics made up 0.15% of GYL Financial Synergies's portfolio in Q3 2024, its #129 holding.
  • GYL Financial Synergies first reported a position in Verisk Analytics in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's Verisk Analytics position peaked at $2.05M in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.