MWM
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Madison Wealth Management’s Verisk Analytics VRSK Stock Holding History

Madison 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
2023
Q3 		$4.33M Sell
18,329
-11
-0.1% -$2.59K 0.91% 35
2023
Q2 		$4.15M Sell
18,340
-54
-0.3% -$11.3K 0.84% 35
2023
Q1 		$3.53M Sell
18,394
-371
-2% -$67.2K 0.76% 43
2022
Q4 		$3.31M Buy
18,765
+335
+2% +$58.9K 0.76% 40
2022
Q3 		$3.14M Buy
18,430
+1,535
+9% +$287K 0.77% 40
2022
Q2 		$2.92M Sell
16,895
-85
-0.5% -$15.9K 0.71% 45
2022
Q1 		$3.64M Buy
16,980
+415
+3% +$81.8K 0.77% 38
2021
Q4 		$3.79M Buy
16,565
+495
+3% +$108K 0.76% 39
2021
Q3 		$3.22M Buy
16,070
+55
+0.3% +$10.7K 0.7% 39
2021
Q2 		$2.8M Buy
16,015
+945
+6% +$168K 0.62% 48
2021
Q1 		$2.66M Buy
+15,070
New +$2.76M 0.65% 41

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Madison Wealth Management's VRSK Position: Q3 2023 in Review

Madison Wealth Management reduced its Verisk Analytics (VRSK) stake by 0.06% in Q3 2023, selling an estimated $2.59K and leaving 18,329 shares worth $4.33M. The position accounts for 0.91% of the portfolio, ranked #35.

Madison Wealth Management first reported a position in VRSK in Q1 2021 and has held it in 11 quarters since. 875 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Madison Wealth Management held 18,329 shares of Verisk Analytics worth $4.33M as of Q3 2023.
  • Madison Wealth Management sold 11 Verisk Analytics shares in Q3 2023, an estimated $2.59K.
  • Verisk Analytics made up 0.91% of Madison Wealth Management's portfolio in Q3 2023, its #35 holding.
  • Madison Wealth Management first reported a position in Verisk Analytics in Q1 2021 and has held it in 11 quarters since.
  • 875 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.