TSWM
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Tyler-Stone Wealth Management’s Verisk Analytics VRSK Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-30
Closed -$8.09K – 929
2024
Q2 		$8.09K Hold
30
– – ﹤0.01% 688
2024
Q1 		$7.07K Hold
30
– – ﹤0.01% 703
2023
Q4 		$7.17K Hold
30
– – ﹤0.01% 683
2023
Q3 		$7K Hold
30
– – ﹤0.01% 676
2023
Q2 		$7K Buy
+30
New +$6.3K ﹤0.01% 675
2022
Q4 		$5K Hold
30
– – ﹤0.01% 669
2022
Q3 		$5K Hold
30
– – ﹤0.01% 653
2022
Q2 		$5K Buy
30
+25
+500% +$4.66K ﹤0.01% 679
2022
Q1 		$1K Hold
5
– – ﹤0.01% 817
2021
Q4 		$1K Buy
+5
New +$1.09K ﹤0.01% 899

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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