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Insigneo Advisory Services’s Verisk Analytics VRSK Stock Holding History

Insigneo Advisory Services’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
Q1 		– Sell
-1,007
Closed -$241K – 511
2023
Q4 		$241K Sell
1,007
-322
-24% -$76.2K 0.03% 385
2023
Q3 		$314K Sell
1,329
-6
-0.4% -$1.41K 0.06% 278
2023
Q2 		$302K Buy
+1,335
New +$280K 0.06% 282

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Insigneo Advisory Services's VRSK Position: Q1 2024 in Review

Insigneo Advisory Services sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 1,007 shares — an estimated $241K sold.

Insigneo Advisory Services first reported a position in VRSK in Q2 2023 and held it in 3 quarters. The position peaked at $314K in Q3 2023. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Insigneo Advisory Services reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 1,007 Verisk Analytics shares in Q1 2024, an estimated $241K.
  • Insigneo Advisory Services first reported a position in Verisk Analytics in Q2 2023 and held it in 3 quarters.
  • Insigneo Advisory Services's Verisk Analytics position peaked at $314K in Q3 2023.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Insigneo Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.