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Schrum Private Wealth Management’s Verisk Analytics VRSK Stock Holding History

Schrum Private 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
2024
Q4 		– Sell
-1,226
Closed -$329K – 172
2024
Q3 		$329K Buy
+1,226
New +$332K 0.17% 119
2022
Q1 		– Sell
-1,202
Closed -$275K – 132
2021
Q4 		$275K Buy
+1,202
New +$262K 0.25% 101

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Schrum Private Wealth Management's VRSK Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Verisk Analytics (VRSK) in Q4 2024, closing a stake of 1,226 shares — an estimated $329K sold.

Schrum Private Wealth Management first reported a position in VRSK in Q4 2021 and held it in 2 quarters. The position peaked at $329K in Q3 2024. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Verisk Analytics position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,226 Verisk Analytics shares in Q4 2024, an estimated $329K.
  • Schrum Private Wealth Management first reported a position in Verisk Analytics in Q4 2021 and held it in 2 quarters.
  • Schrum Private Wealth Management's Verisk Analytics position peaked at $329K in Q3 2024.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.