SGA
VRSK icon

Sustainable Growth Advisers’s Verisk Analytics VRSK Stock Holding History

Sustainable Growth Advisers’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
2016
Q1 		– Sell
-1,191,122
Closed -$91.6M – 46
2015
Q4 		$91.6M Buy
1,191,122
+76,508
+7% +$5.81M 1.92% 28
2015
Q3 		$82.4M Buy
1,114,614
+147,374
+15% +$11M 1.8% 30
2015
Q2 		$70.4M Buy
+967,240
New +$71.1M 1.44% 29
2014
Q4 		– Sell
-7,400
Closed -$451K – 54
2014
Q3 		$451K Buy
+7,400
New +$462K 0.01% 54

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WP
Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return