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KLR Investment Advisors’s Verisk Analytics VRSK Stock Holding History

KLR Investment Advisors’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 		$401K Sell
1,796
-128
-7% -$30.7K 0.29% 97
2023
Q4 		$460K Buy
1,924
+68
+4% +$16.1K 0.33% 82
2023
Q3 		$356K Sell
1,856
-46
-2% -$10.8K 0.32% 100
2023
Q2 		$430K Sell
1,902
-34
-2% -$7.14K 0.35% 88
2023
Q1 		$371K Sell
1,936
-124
-6% -$22.5K 0.33% 101
2022
Q4 		$363K Buy
+2,060
New +$362K 0.3% 101

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

KLR Investment Advisors's VRSK Position: Q1 2024 in Review

KLR Investment Advisors reduced its Verisk Analytics (VRSK) stake by 6.7% in Q1 2024, selling an estimated $30.7K and leaving 1,796 shares worth $401K. The position accounts for 0.29% of the portfolio, ranked #97.

KLR Investment Advisors first reported a position in VRSK in Q4 2022 and has held it in 6 quarters since. The position peaked at $460K in Q4 2023. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • KLR Investment Advisors held 1,796 shares of Verisk Analytics worth $401K as of Q1 2024.
  • KLR Investment Advisors sold 128 Verisk Analytics shares in Q1 2024, an estimated $30.7K.
  • Verisk Analytics made up 0.29% of KLR Investment Advisors's portfolio in Q1 2024, its #97 holding.
  • KLR Investment Advisors first reported a position in Verisk Analytics in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Verisk Analytics position peaked at $460K in Q4 2023.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.