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Transform Wealth’s Verisk Analytics VRSK Stock Holding History

Transform Wealth’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
Q1 		– Sell
-1,902
Closed -$454K – 252
2023
Q4 		$454K Buy
1,902
+46
+2% +$10.9K 0.04% 176
2023
Q3 		$439K Sell
1,856
-272
-13% -$64.1K 0.05% 173
2023
Q2 		$481K Sell
2,128
-53
-2% -$11.1K 0.04% 179
2023
Q1 		$418K Sell
2,181
-117
-5% -$21.2K 0.04% 184
2022
Q4 		$405K Sell
2,298
-57
-2% -$10K 0.05% 160
2022
Q3 		$402K Sell
2,355
-502
-18% -$93.8K 0.05% 136
2022
Q2 		$495K Sell
2,857
-551
-16% -$103K 0.07% 127
2022
Q1 		$732K Sell
3,408
-208
-6% -$41K 0.08% 129
2021
Q4 		$827K Sell
3,616
-556
-13% -$121K 0.09% 126
2021
Q3 		$836K Sell
4,172
-830
-17% -$161K 0.1% 121
2021
Q2 		$874K Buy
5,002
+1,132
+29% +$201K 0.11% 127
2021
Q1 		$684K Buy
3,870
+32
+0.8% +$5.86K 0.14% 126
2020
Q4 		$797K Buy
3,838
+108
+3% +$21K 0.17% 112
2020
Q3 		$691K Sell
3,730
-594
-14% -$109K 0.11% 123
2020
Q2 		$736K Sell
4,324
-165
-4% -$26.1K 0.13% 117
2020
Q1 		$626K Buy
4,489
+240
+6% +$37.6K 0.13% 129
2019
Q4 		$635K Buy
4,249
+568
+15% +$84.2K 0.1% 144
2019
Q3 		$582K Sell
3,681
-3,746
-50% -$581K 0.1% 140
2019
Q2 		$1.09M Buy
+7,427
New +$1.05M 0.16% 129

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return