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Steward Financial Group’s Verisk Analytics VRSK Stock Holding History

Steward Financial 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
2023
Q3 		$16K Sell
71
-1
-1% -$236 0.01% 290
2023
Q2 		$16K Buy
72
+6
+9% +$1.26K 0.01% 281
2023
Q1 		$12K Buy
66
+33
+100% +$5.98K ﹤0.01% 175
2022
Q4 		$5K Buy
+33
New +$5.8K ﹤0.01% 205
2022
Q3 		– Sell
-36
Closed -$6K – 1285
2022
Q2 		$6K Buy
+36
New +$6.71K 0.01% 314

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Steward Financial Group's VRSK Position: Q3 2023 in Review

Steward Financial Group reduced its Verisk Analytics (VRSK) stake by 1.4% in Q3 2023, selling an estimated $236 and leaving 71 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #290.

Steward Financial Group first reported a position in VRSK in Q2 2022 and has held it in 5 quarters since. 873 funds tracked by Wall St. Rank hold VRSK as of Q3 2023.

  • Steward Financial Group held 71 shares of Verisk Analytics worth $16K as of Q3 2023.
  • Steward Financial Group sold 1 Verisk Analytics share in Q3 2023, an estimated $236.
  • Verisk Analytics made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #290 holding.
  • Steward Financial Group first reported a position in Verisk Analytics in Q2 2022 and has held it in 5 quarters since.
  • 873 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.