TIAM2
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Tru Independence Asset Management 2’s Verisk Analytics VRSK Stock Holding History

Tru Independence Asset Management 2’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
2023
Q1 		$2.73M Buy
+14,248
New +$2.58M 2.75% 13
2021
Q1 		– Sell
-59
Closed -$12K – 411
2020
Q4 		$12K Buy
+59
New +$11.5K 0.01% 297

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Tru Independence Asset Management 2's VRSK Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Verisk Analytics (VRSK) in Q1 2023: 14,248 shares worth $2.73M. The stake represents 2.75% of the portfolio and ranks #13 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in VRSK as recently as Q4 2020.

Tru Independence Asset Management 2 first reported a position in VRSK in Q4 2020 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

  • Tru Independence Asset Management 2 held 14,248 shares of Verisk Analytics worth $2.73M as of Q1 2023.
  • Verisk Analytics was a new Tru Independence Asset Management 2 position in Q1 2023.
  • Verisk Analytics made up 2.75% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #13 holding.
  • Tru Independence Asset Management 2 first reported a position in Verisk Analytics in Q4 2020 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.