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Hotaling Investment Management’s Verisk Analytics VRSK Stock Holding History

Hotaling Investment 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
Q4 		$1.08M Buy
6,098
+5
+0.1% +$879 0.49% 67
2022
Q3 		$1.04M Sell
6,093
-47
-0.8% -$8.79K 0.5% 65
2022
Q2 		$1.06M Buy
6,140
+222
+4% +$41.4K 0.46% 68
2022
Q1 		$1.27M Buy
+5,918
New +$1.17M 0.49% 68

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
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
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Hotaling Investment Management's VRSK Position: Q4 2022 in Review

Hotaling Investment Management increased its Verisk Analytics (VRSK) stake by 0.08% in Q4 2022, buying an estimated $879 and bringing the position to 6,098 shares worth $1.08M. The position accounts for 0.49% of the portfolio, ranked #67.

Hotaling Investment Management first reported a position in VRSK in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.27M in Q1 2022. 787 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

  • Hotaling Investment Management held 6,098 shares of Verisk Analytics worth $1.08M as of Q4 2022.
  • Hotaling Investment Management bought 5 Verisk Analytics shares in Q4 2022, an estimated $879.
  • Verisk Analytics made up 0.49% of Hotaling Investment Management's portfolio in Q4 2022, its #67 holding.
  • Hotaling Investment Management first reported a position in Verisk Analytics in Q1 2022 and has held it in 4 quarters since.
  • Hotaling Investment Management's Verisk Analytics position peaked at $1.27M in Q1 2022.
  • 787 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.