Summit Trail Advisors’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
3,340
+1,322
| +66% | +$412K | 0.02% | 465 |
|
|
2025
Q1 | $601K | Buy |
2,018
+947
| +88% | +$282K | 0.02% | 224 |
|
|
2024
Q4 | $295K | Buy |
1,071
+170
| +19% | +$46.8K | 0.01% | 295 |
|
|
2024
Q3 | $241K | Buy |
+901
| New | +$241K | 0.01% | 615 |
|
|
2018
Q4 | – | Sell |
-1,019
| Closed | -$123K | – | 226 |
|
|
2018
Q3 | $123K | Buy |
1,019
+69
| +7% | +$8.33K | 0.03% | 247 |
|
|
2018
Q2 | $102K | Buy |
+950
| New | +$102K | 0.04% | 212 |
|
|
2018
Q1 | – | Sell |
-2,219
| Closed | -$218K | – | 1623 |
|
|
2017
Q4 | $218K | Buy |
+2,219
| New | +$218K | 0.03% | 400 |
|