Kelly Financial Services’s Verisk Analytics VRSK Stock Holding History

Kelly Financial 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 Q3	–	Sell	-48	Closed	-$12.9K	–	737
2024 Q2	$12.9K	Hold	48	–	–	﹤0.01%	393
2024 Q1	$11.2K	Hold	48	–	–	﹤0.01%	419
2023 Q4	$11.4K	Hold	48	–	–	﹤0.01%	379
2023 Q3	$11.2K	Sell	48 -3	-6%	-$707	0.01%	351
2023 Q2	$11.6K	Hold	51	–	–	0.01%	342
2023 Q1	$9.86K	Hold	51	–	–	0.01%	357
2022 Q4	$9.05K	Hold	51	–	–	﹤0.01%	340
2022 Q3	$8.74K	Hold	51	–	–	0.01%	338
2022 Q2	$8.85K	Hold	51	–	–	﹤0.01%	336
2022 Q1	$11K	Hold	51	–	–	﹤0.01%	329
2021 Q4	$11.7K	Hold	51	–	–	0.01%	320
2021 Q3	$10.2K	Hold	51	–	–	0.01%	328
2021 Q2	$8.88K	Hold	51	–	–	0.01%	348
2021 Q1	$8.97K	Sell	51 -15	-23%	-$2.75K	0.01%	318
2020 Q4	$13.6K	Buy	66 +15	+29%	+$2.92K	0.01%	234
2020 Q3	$9.38K	Hold	51	–	–	0.01%	262
2020 Q2	$8.6K	Buy	51 +1	+2%	+$158	0.01%	269
2020 Q1	$7.03K	Hold	50	–	–	0.01%	257
2019 Q4	$7.52K	Hold	50	–	–	0.01%	261
2019 Q3	$7.95K	Hold	50	–	–	0.01%	248
2019 Q2	$7.35K	Hold	50	–	–	0.01%	259
2019 Q1	$6.66K	Buy	+50	New	+$6.08K	0.01%	263

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Kelly Financial Services's VRSK Position: Q3 2024 in Review

Kelly Financial Services sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 48 shares — an estimated $12.9K sold.

Kelly Financial Services first reported a position in VRSK in Q1 2019 and held it in 22 quarters. The position peaked at $13.6K in Q4 2020. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

Kelly Financial Services reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 48 Verisk Analytics shares in Q3 2024, an estimated $12.9K.
Kelly Financial Services first reported a position in Verisk Analytics in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Verisk Analytics position peaked at $13.6K in Q4 2020.
954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.