JWM
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Janiczek Wealth Management’s Verisk Analytics VRSK Stock Holding History

Janiczek Wealth 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
2024
Q2 		$131K Sell
486
-72
-13% -$17.6K 0.03% 241
2024
Q1 		$132K Hold
558
– – 0.03% 245
2023
Q4 		$133K Sell
558
-2
-0.4% -$473 0.03% 230
2023
Q3 		$132K Buy
560
+11
+2% +$2.59K 0.03% 204
2023
Q2 		$124K Buy
549
+44
+9% +$9.24K 0.03% 186
2023
Q1 		$96.9K Sell
505
-244
-33% -$44.2K 0.03% 222
2022
Q4 		$137K Buy
749
+244
+48% +$42.9K 0.04% 176
2022
Q3 		$86K Sell
505
-115
-19% -$21.5K 0.03% 228
2022
Q2 		$118K Buy
620
+593
+2,196% +$111K 0.04% 183
2022
Q1 		$6K Hold
27
– – ﹤0.01% 651
2021
Q4 		$6K Hold
27
– – ﹤0.01% 686
2021
Q3 		$5K Buy
27
+2
+8% +$387 ﹤0.01% 703
2021
Q2 		$4K Buy
25
+14
+127% +$2.48K ﹤0.01% 706
2021
Q1 		$2K Sell
11
-56
-84% -$10.3K ﹤0.01% 754
2020
Q4 		$14K Buy
67
+51
+319% +$9.91K 0.01% 409
2020
Q3 		$3K Buy
+16
New +$2.93K ﹤0.01% 480

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Janiczek Wealth Management's VRSK Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Verisk Analytics (VRSK) stake by 13% in Q2 2024, selling an estimated $17.6K and leaving 486 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #241.

Janiczek Wealth Management first reported a position in VRSK in Q3 2020 and has held it in 16 quarters since. The position peaked at $137K in Q4 2022. 948 funds tracked by Wall St. Rank hold VRSK as of Q2 2024.

  • Janiczek Wealth Management held 486 shares of Verisk Analytics worth $131K as of Q2 2024.
  • Janiczek Wealth Management sold 72 Verisk Analytics shares in Q2 2024, an estimated $17.6K.
  • Verisk Analytics made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #241 holding.
  • Janiczek Wealth Management first reported a position in Verisk Analytics in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Verisk Analytics position peaked at $137K in Q4 2022.
  • 948 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.