Tarbox Family Office’s Verisk Analytics VRSK Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-50	Closed	-$11K	–	956
2022 Q1	$11K	Sell	50 -14	-22%	-$2.76K	﹤0.01%	377
2021 Q4	$15K	Hold	64	–	–	﹤0.01%	400
2021 Q3	$13K	Hold	64	–	–	﹤0.01%	454
2021 Q2	$11K	Sell	64 -3	-4%	-$532	﹤0.01%	482
2021 Q1	$12K	Hold	67	–	–	﹤0.01%	396
2020 Q4	$14K	Hold	67	–	–	﹤0.01%	362
2020 Q3	$12K	Hold	67	–	–	﹤0.01%	365
2020 Q2	$11K	Sell	67 -15	-18%	-$2.37K	﹤0.01%	367
2020 Q1	$11K	Buy	82 +18	+28%	+$2.82K	﹤0.01%	319
2019 Q4	$10K	Buy	64 +14	+28%	+$2.07K	﹤0.01%	386
2019 Q3	$8K	Hold	50	–	–	﹤0.01%	385
2019 Q2	$7K	Buy	50 +23	+85%	+$3.24K	﹤0.01%	399
2019 Q1	$4K	Hold	27	–	–	﹤0.01%	426
2018 Q4	$3K	Hold	27	–	–	﹤0.01%	452
2018 Q3	$3K	Hold	27	–	–	﹤0.01%	471
2018 Q2	$3K	Hold	27	–	–	﹤0.01%	460
2018 Q1	$3K	Hold	27	–	–	﹤0.01%	473
2017 Q4	$3K	Hold	27	–	–	﹤0.01%	460
2017 Q3	$2K	Hold	27	–	–	﹤0.01%	515
2017 Q2	$2K	Hold	27	–	–	﹤0.01%	503
2017 Q1	$2K	Hold	27	–	–	﹤0.01%	503
2016 Q4	$2K	Hold	27	–	–	﹤0.01%	469
2016 Q3	$2K	Hold	27	–	–	﹤0.01%	455
2016 Q2	$2K	Hold	27	–	–	﹤0.01%	445
2016 Q1	$2K	Buy	+27	New	+$1.97K	﹤0.01%	456

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Tarbox Family Office's VRSK Position: Q2 2022 in Review

Tarbox Family Office sold out of Verisk Analytics (VRSK) in Q2 2022, closing a stake of 50 shares — an estimated $11K sold.

Tarbox Family Office first reported a position in VRSK in Q1 2016 and held it in 25 quarters. The position peaked at $15K in Q4 2021. 775 funds tracked by Wall St. Rank hold VRSK as of Q2 2022.

Tarbox Family Office reported no remaining Verisk Analytics position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 50 Verisk Analytics shares in Q2 2022, an estimated $11K.
Tarbox Family Office first reported a position in Verisk Analytics in Q1 2016 and held it in 25 quarters.
Tarbox Family Office's Verisk Analytics position peaked at $15K in Q4 2021.
775 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.