KWAG
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Kiely Wealth Advisory Group’s Verisk Analytics VRSK Stock Holding History

Kiely Wealth Advisory 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
Q4 		$13.2K Hold
45
– – 0.01% 183
2024
Q3 		$13K Hold
45
– – 0.01% 183
2024
Q2 		$11.9K Hold
45
– – 0.01% 173
2024
Q1 		$9.98K Hold
45
– – 0.01% 170
2023
Q4 		$11K Buy
+45
New +$10.7K 0.01% 164

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Kiely Wealth Advisory Group's VRSK Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Verisk Analytics (VRSK) position steady in Q4 2024 at 45 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #183.

Kiely Wealth Advisory Group first reported a position in VRSK in Q4 2023 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Kiely Wealth Advisory Group held 45 shares of Verisk Analytics worth $13.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Verisk Analytics share count unchanged in Q4 2024.
  • Verisk Analytics made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #183 holding.
  • Kiely Wealth Advisory Group first reported a position in Verisk Analytics in Q4 2023 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.