MOTCO’s Verisk Analytics VRSK Stock Holding History

MOTCO’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
2025 Q3	–	Sell	-29	Closed	-$8.08K	–	687
2025 Q2	$8.08K	Sell	29 -50	-63%	-$15.2K	﹤0.01%	447
2025 Q1	$23.5K	Buy	+79	New	+$22.8K	﹤0.01%	347
2024 Q1	–	Sell	-3	Closed	-$717	–	785
2023 Q4	$717	Hold	3	–	–	﹤0.01%	659
2023 Q3	$709	Sell	3 -2	-40%	-$471	﹤0.01%	724
2023 Q2	$1.13K	Buy	+5	New	+$1.05K	﹤0.01%	749
2019 Q3	–	Sell	-19	Closed	-$3K	–	742
2019 Q2	$3K	Buy	+19	New	+$2.68K	﹤0.01%	775
2016 Q4	–	Sell	-47	Closed	-$4K	–	653
2016 Q3	$4K	Buy	+47	New	+$3.89K	﹤0.01%	551
2013 Q4	–	Sell	-127	Closed	-$8K	–	599
2013 Q3	$8K	Hold	127	–	–	﹤0.01%	476
2013 Q2	$8K	Buy	+127	New	+$7.59K	﹤0.01%	492

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

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

Massachusetts Financial Services

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return