PCA
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Personal Capital Advisors’s Verisk Analytics VRSK Stock Holding History

Personal Capital 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
2022
Q4 		$50.3M Buy
285,090
+3,236
+1% +$569K 0.24% 98
2022
Q3 		$48.1M Buy
281,854
+5,772
+2% +$1.08M 0.26% 87
2022
Q2 		$47.8M Sell
276,082
-71,804
-21% -$13.4M 0.25% 94
2022
Q1 		$74.7M Buy
347,886
+9,708
+3% +$1.91M 0.35% 72
2021
Q4 		$77.5M Buy
338,178
+4,612
+1% +$1.01M 0.36% 61
2021
Q3 		$66.8M Buy
333,566
+12,813
+4% +$2.48M 0.34% 68
2021
Q2 		$56M Buy
320,753
+3,884
+1% +$689K 0.29% 85
2021
Q1 		$56M Buy
316,869
+20,609
+7% +$3.77M 0.32% 74
2020
Q4 		$61.5M Buy
296,260
+8,429
+3% +$1.64M 0.39% 51
2020
Q3 		$53.3M Buy
287,831
+1,853
+0.6% +$339K 0.4% 55
2020
Q2 		$48.7M Buy
285,978
+4,159
+1% +$657K 0.4% 57
2020
Q1 		$39.4M Buy
281,819
+11,282
+4% +$1.77M 0.39% 57
2019
Q4 		$40.4M Buy
270,537
+41,899
+18% +$6.21M 0.34% 76
2019
Q3 		$36.2M Sell
228,638
-40,250
-15% -$6.24M 0.34% 76
2019
Q2 		$39.4M Buy
268,888
+8,228
+3% +$1.16M 0.4% 62
2019
Q1 		$34.7M Buy
260,660
+36,848
+16% +$4.48M 0.39% 68
2018
Q4 		$24.4M Buy
223,812
+8,153
+4% +$953K 0.33% 78
2018
Q3 		$26M Buy
215,659
+11,083
+5% +$1.29M 0.33% 84
2018
Q2 		$22M Buy
204,576
+17,358
+9% +$1.85M 0.31% 85
2018
Q1 		$19.5M Buy
187,218
+39,778
+27% +$3.97M 0.3% 86
2017
Q4 		$14.2M Buy
147,440
+47,129
+47% +$4.27M 0.24% 94
2017
Q3 		$8.35M Buy
+100,311
New +$8.31M 0.16% 109

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Personal Capital Advisors's VRSK Position: Q4 2022 in Review

Personal Capital Advisors increased its Verisk Analytics (VRSK) stake by 1.1% in Q4 2022, buying an estimated $569K and bringing the position to 285,090 shares worth $50.3M. The position accounts for 0.24% of the portfolio, ranked #98.

Personal Capital Advisors first reported a position in VRSK in Q3 2017 and has held it in 22 quarters since. The position peaked at $77.5M in Q4 2021. 786 funds tracked by Wall St. Rank hold VRSK as of Q4 2022.

  • Personal Capital Advisors held 285,090 shares of Verisk Analytics worth $50.3M as of Q4 2022.
  • Personal Capital Advisors bought 3,236 Verisk Analytics shares in Q4 2022, an estimated $569K.
  • Verisk Analytics made up 0.24% of Personal Capital Advisors's portfolio in Q4 2022, its #98 holding.
  • Personal Capital Advisors first reported a position in Verisk Analytics in Q3 2017 and has held it in 22 quarters since.
  • Personal Capital Advisors's Verisk Analytics position peaked at $77.5M in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.