LA
VRSK icon

Legacy Advisors’s Verisk Analytics VRSK Stock Holding History

Legacy 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
2026
Q1 		$244K Sell
1,285
-10
-0.8% -$2.03K 0.03% 240
2025
Q4 		$290K Buy
1,295
+48
+4% +$10.8K 0.03% 224
2025
Q3 		$314K Buy
+1,247
New +$342K 0.04% 197
2025
Q2 		– Sell
-9,356
Closed -$2.78M – 397
2025
Q1 		$2.78M Sell
9,356
-1,746
-16% -$503K 0.29% 67
2024
Q4 		$3.06M Buy
11,102
+4,248
+62% +$1.18M 0.3% 63
2024
Q3 		$1.84M Buy
6,854
+31
+0.5% +$8.39K 0.2% 89
2024
Q2 		$1.84M Buy
6,823
+885
+15% +$217K 0.22% 81
2024
Q1 		$1.4M Buy
5,938
+477
+9% +$115K 0.18% 102
2023
Q4 		$1.3M Sell
5,461
-559
-9% -$132K 0.17% 107
2023
Q3 		$1.42M Buy
6,020
+441
+8% +$104K 0.23% 91
2023
Q2 		$1.26M Buy
5,579
+1,449
+35% +$304K 0.19% 98
2023
Q1 		$792K Buy
4,130
+494
+14% +$89.5K 0.15% 113
2022
Q4 		$641K Buy
3,636
+962
+36% +$169K 0.12% 125
2022
Q3 		$456K Buy
2,674
+417
+18% +$77.9K 0.1% 135
2022
Q2 		$391K Buy
2,257
+836
+59% +$156K 0.08% 142
2022
Q1 		$305K Buy
+1,421
New +$280K 0.06% 164
2018
Q4 		– Sell
-36
Closed -$4K – 388
2018
Q3 		$4K Buy
+36
New +$4.19K ﹤0.01% 425

Other funds holding VRSK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return