LSAG
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Lake Street Advisors Group’s Verisk Analytics VRSK Stock Holding History

Lake Street Advisors 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 		$301K Sell
1,093
-73
-6% -$20.3K 0.01% 448
2024
Q3 		$312K Buy
1,166
+27
+2% +$7.31K 0.01% 441
2024
Q2 		$307K Buy
1,139
+12
+1% +$2.94K 0.01% 441
2024
Q1 		$266K Buy
1,127
+80
+8% +$19.2K 0.01% 488
2023
Q4 		$250K Buy
+1,047
New +$248K 0.01% 493

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88B AUM 29.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $37.4B AUM 35.42% 1-Year Est. Return

Lake Street Advisors Group's VRSK Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Verisk Analytics (VRSK) stake by 6.3% in Q4 2024, selling an estimated $20.3K and leaving 1,093 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #448.

Lake Street Advisors Group first reported a position in VRSK in Q4 2023 and has held it in 5 quarters since. The position peaked at $312K in Q3 2024. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Lake Street Advisors Group held 1,093 shares of Verisk Analytics worth $301K as of Q4 2024.
  • Lake Street Advisors Group sold 73 Verisk Analytics shares in Q4 2024, an estimated $20.3K.
  • Verisk Analytics made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #448 holding.
  • Lake Street Advisors Group first reported a position in Verisk Analytics in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Verisk Analytics position peaked at $312K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.