Meritage Group’s Verisk Analytics VRSK Stock Holding History

Meritage 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 Q3	–	Sell	-1,178	Closed	-$318K	–	60
2024 Q2	$318K	Sell	1,178 -209	-15%	-$51.1K	0.01%	32
2024 Q1	$327K	Buy	1,387 +53	+4%	+$12.7K	0.01%	24
2023 Q4	$319K	Buy	1,334 +64	+5%	+$15.2K	0.01%	23
2023 Q3	$300K	Sell	1,270 -39	-3%	-$9.19K	0.01%	26
2023 Q2	$296K	Sell	1,309 -86	-6%	-$18.1K	0.01%	24
2023 Q1	$268K	Sell	1,395 -55	-4%	-$9.96K	0.01%	24
2022 Q4	$256K	Buy	+1,450	New	+$255K	0.01%	18
2022 Q3	–	Sell	-1,446	Closed	-$250K	–	49
2022 Q2	$250K	Buy	+1,446	New	+$270K	0.01%	26
2022 Q1	–	Sell	-2,244	Closed	-$513K	–	39
2021 Q4	$513K	Hold	2,244	–	–	0.01%	21
2021 Q3	$449K	Hold	2,244	–	–	0.01%	21
2021 Q2	$392K	Hold	2,244	–	–	0.01%	20
2021 Q1	$396K	Hold	2,244	–	–	0.01%	24
2020 Q4	$466K	Hold	2,244	–	–	0.01%	21
2020 Q3	$416K	Hold	2,244	–	–	0.01%	21
2020 Q2	$382K	Hold	2,244	–	–	0.01%	20
2020 Q1	$313K	Hold	2,244	–	–	0.01%	29
2019 Q4	$335K	Buy	+2,244	New	+$332K	0.01%	24

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return