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Sugarloaf Wealth Management’s Verisk Analytics VRSK Stock Holding History

Sugarloaf 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 		$27.5K Buy
+100
New +$27.8K 0.01% 368
2022
Q4 		– Sell
-6,321
Closed -$1.08M – 871
2022
Q3 		$1.08M Buy
6,321
+11
+0.2% +$2.06K 0.28% 47
2022
Q2 		$1.09M Buy
6,310
+12
+0.2% +$2.24K 0.27% 44
2022
Q1 		$1.35M Buy
6,298
+9
+0.1% +$1.77K 0.32% 39
2021
Q4 		$1.44M Buy
6,289
+7
+0.1% +$1.53K 0.34% 39
2021
Q3 		$1.26M Buy
6,282
+9
+0.1% +$1.74K 0.33% 40
2021
Q2 		$1.1M Buy
6,273
+11
+0.2% +$1.95K 0.3% 42
2021
Q1 		$1.11K Buy
6,262
+6,162
+6,162% +$1.13M 0.33% 42
2020
Q4 		$21K Hold
100
– – 0.01% 377
2020
Q3 		$19K Hold
100
– – 0.01% 369
2020
Q2 		$17K Hold
100
– – 0.01% 381
2020
Q1 		$14K Sell
100
-81
-45% -$12.7K 0.01% 393
2019
Q4 		$27K Buy
+181
New +$26.8K 0.01% 334

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Sugarloaf Wealth Management's VRSK Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Verisk Analytics (VRSK) in Q4 2024: 100 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in VRSK as recently as Q3 2022.

Sugarloaf Wealth Management first reported a position in VRSK in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.44M in Q4 2021. 993 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • Sugarloaf Wealth Management held 100 shares of Verisk Analytics worth $27.5K as of Q4 2024.
  • Verisk Analytics was a new Sugarloaf Wealth Management position in Q4 2024.
  • Verisk Analytics made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #368 holding.
  • Sugarloaf Wealth Management first reported a position in Verisk Analytics in Q4 2019 and has held it in 13 quarters since.
  • Sugarloaf Wealth Management's Verisk Analytics position peaked at $1.44M in Q4 2021.
  • 993 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.