InterOcean Capital Group’s Verisk Analytics VRSK Stock Holding History

InterOcean Capital Group’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	$413K	Sell	1,752 -325	-16%	-$78.1K	0.01%	333
2023 Q4	$496K	Sell	2,077 -214	-9%	-$50.7K	0.01%	295
2023 Q3	$541K	Sell	2,291 -1,123	-33%	-$265K	0.02%	261
2023 Q2	$772K	Sell	3,414 -1,634	-32%	-$343K	0.02%	214
2023 Q1	$969K	Buy	5,048 +70	+1%	+$12.7K	0.03%	187
2022 Q4	$878K	Buy	4,978 +18	+0.4%	+$3.16K	0.03%	192
2022 Q3	$846K	Buy	4,960 +1,812	+58%	+$339K	0.03%	177
2022 Q2	$545K	Buy	+3,148	New	+$587K	0.02%	224

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

InterOcean Capital Group's VRSK Position: Q1 2024 in Review

InterOcean Capital Group reduced its Verisk Analytics (VRSK) stake by 16% in Q1 2024, selling an estimated $78.1K and leaving 1,752 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #333.

InterOcean Capital Group first reported a position in VRSK in Q2 2022 and has held it in 8 quarters since. The position peaked at $969K in Q1 2023. 937 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

InterOcean Capital Group held 1,752 shares of Verisk Analytics worth $413K as of Q1 2024.
InterOcean Capital Group sold 325 Verisk Analytics shares in Q1 2024, an estimated $78.1K.
Verisk Analytics made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #333 holding.
InterOcean Capital Group first reported a position in Verisk Analytics in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's Verisk Analytics position peaked at $969K in Q1 2023.
937 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.