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Householder Group Estate & Retirement Specialist’s Verisk Analytics VRSK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-27
Closed -$6.38K – 1345
2023
Q3 		$6.38K Buy
+27
New +$6.36K ﹤0.01% 882
2023
Q1 		$5K Hold
27
– – ﹤0.01% 974
2022
Q4 		$4K Hold
27
– – 0.01% 289
2022
Q3 		$4K Buy
+27
New +$5.05K ﹤0.01% 907

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VRSK Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Verisk Analytics (VRSK) in Q4 2023, closing a stake of 27 shares — an estimated $6.38K sold.

Householder Group Estate & Retirement Specialist first reported a position in VRSK in Q3 2022 and held it in 4 quarters. The position peaked at $6.38K in Q3 2023. 903 funds tracked by Wall St. Rank hold VRSK as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Verisk Analytics position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 27 Verisk Analytics shares in Q4 2023, an estimated $6.38K.
  • Householder Group Estate & Retirement Specialist first reported a position in Verisk Analytics in Q3 2022 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Verisk Analytics position peaked at $6.38K in Q3 2023.
  • 903 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.