Lido Advisors

Lido Advisors’s Verisk Analytics VRSK Stock Holding History

Lido 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	$508K	Buy	2,675 +343	+15%	+$69.6K	﹤0.01%	1294
2025 Q4	$573K	Buy	2,332 +111	+5%	+$25.1K	﹤0.01%	1252
2025 Q3	$559K	Buy	2,221 +421	+23%	+$116K	﹤0.01%	1196
2025 Q2	$561K	Buy	1,800 +64	+4%	+$19.4K	﹤0.01%	1070
2025 Q1	$517K	Sell	1,736 -913	-34%	-$263K	﹤0.01%	1017
2024 Q4	$730K	Buy	2,649 +576	+28%	+$160K	﹤0.01%	882
2024 Q3	$556K	Buy	2,073 +350	+20%	+$94.7K	﹤0.01%	922
2024 Q2	$465K	Sell	1,723 -21	-1%	-$5.14K	﹤0.01%	951
2024 Q1	$411K	Sell	1,744 -78	-4%	-$18.7K	﹤0.01%	960
2023 Q4	$435K	Buy	1,822 +216	+13%	+$51.1K	﹤0.01%	908
2023 Q3	$379K	Buy	1,606 +466	+41%	+$110K	﹤0.01%	838
2023 Q2	$258K	Buy	+1,140	New	+$239K	﹤0.01%	1008
2022 Q2	–	Sell	-1,106	Closed	-$237K	–	1078
2022 Q1	$237K	Sell	1,106 -121	-10%	-$23.9K	﹤0.01%	900
2021 Q4	$280K	Buy	+1,227	New	+$268K	0.01%	834
2021 Q1	–	Sell	-1,055	Closed	-$219K	–	908
2020 Q4	$219K	Buy	+1,055	New	+$205K	0.01%	738

Other funds holding VRSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return