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Schubert & Co’s Verisk Analytics VRSK Stock Holding History

Schubert & Co’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
Q2 		– Sell
-55
Closed -$10.6K – 1477
2023
Q1 		$10.6K Buy
55
+3
+6% +$543 0.01% 211
2022
Q4 		$9.17K Sell
52
-10
-16% -$1.76K 0.01% 241
2022
Q3 		$11K Buy
62
+27
+77% +$5.05K 0.01% 191
2022
Q2 		$6K Buy
35
+19
+119% +$3.54K 0.01% 320
2022
Q1 		$3K Buy
16
+3
+23% +$592 ﹤0.01% 316
2021
Q4 		$3K Buy
+13
New +$2.84K ﹤0.01% 274

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Schubert & Co's VRSK Position: Q2 2023 in Review

Schubert & Co sold out of Verisk Analytics (VRSK) in Q2 2023, closing a stake of 55 shares — an estimated $10.6K sold.

Schubert & Co first reported a position in VRSK in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q3 2022. 866 funds tracked by Wall St. Rank hold VRSK as of Q2 2023.

  • Schubert & Co reported no remaining Verisk Analytics position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 55 Verisk Analytics shares in Q2 2023, an estimated $10.6K.
  • Schubert & Co first reported a position in Verisk Analytics in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Verisk Analytics position peaked at $11K in Q3 2022.
  • 866 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.