Kolinsky Wealth Management’s Verisk Analytics VRSK Stock Holding History

Kolinsky 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 Q4	$288K	Sell	1,047 -2	-0.2%	-$557	0.18%	117
2024 Q3	$281K	Buy	1,049 +4	+0.4%	+$1.08K	0.18%	125
2024 Q2	$282K	Sell	1,045 -14	-1%	-$3.43K	0.2%	117
2024 Q1	$250K	Sell	1,059 -16	-1%	-$3.84K	0.19%	121
2023 Q4	$257K	Sell	1,075 -271	-20%	-$64.2K	0.23%	114
2023 Q3	$318K	Sell	1,346 -37	-3%	-$8.72K	0.32%	79
2023 Q2	$309K	Buy	1,383 +233	+20%	+$48.9K	0.29%	84
2023 Q1	$221K	Sell	1,150 -200	-15%	-$36.2K	0.23%	113
2022 Q4	$238K	Buy	1,350 +72	+6%	+$12.7K	0.27%	103
2022 Q3	$218K	Buy	+1,278	New	+$239K	0.27%	105
2022 Q2	–	Sell	-1,093	Closed	-$235K	–	150
2022 Q1	$235K	Sell	1,093 -25	-2%	-$4.93K	0.23%	114
2021 Q4	$256K	Buy	+1,118	New	+$244K	0.24%	114

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's VRSK Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Verisk Analytics (VRSK) stake by 0.19% in Q4 2024, selling an estimated $557 and leaving 1,047 shares worth $288K. The position accounts for 0.18% of the portfolio, ranked #117.

Kolinsky Wealth Management first reported a position in VRSK in Q4 2021 and has held it in 12 quarters since. The position peaked at $318K in Q3 2023. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

Kolinsky Wealth Management held 1,047 shares of Verisk Analytics worth $288K as of Q4 2024.
Kolinsky Wealth Management sold 2 Verisk Analytics shares in Q4 2024, an estimated $557.
Verisk Analytics made up 0.18% of Kolinsky Wealth Management's portfolio in Q4 2024, its #117 holding.
Kolinsky Wealth Management first reported a position in Verisk Analytics in Q4 2021 and has held it in 12 quarters since.
Kolinsky Wealth Management's Verisk Analytics position peaked at $318K in Q3 2023.
994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.