KPW
VRSK icon

Kore Private Wealth’s Verisk Analytics VRSK Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-1,568
Closed -$314K – 449
2021
Q3 		$314K Buy
1,568
+350
+29% +$67.8K 0.03% 321
2021
Q2 		$213K Buy
+1,218
New +$216K 0.02% 383
2020
Q3 		– Sell
-324
Closed -$55K – 1059
2020
Q2 		$55K Buy
324
+39
+14% +$6.16K 0.01% 440
2020
Q1 		$40K Buy
285
+173
+154% +$27.1K 0.01% 460
2019
Q4 		$17K Buy
+112
New +$16.6K ﹤0.01% 659
2019
Q2 		– Sell
-178
Closed -$24K – 774
2019
Q1 		$24K Buy
178
+106
+147% +$12.9K 0.01% 490
2018
Q4 		$8K Buy
+72
New +$8.42K ﹤0.01% 610

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return