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Waldron Private Wealth’s Verisk Analytics VRSK Stock Holding History

Waldron Private 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
-2,342
Closed -$559K – 450
2023
Q4 		$559K Buy
2,342
+8
+0.3% +$1.89K 0.03% 218
2023
Q3 		$551K Sell
2,334
-135
-5% -$31.8K 0.03% 211
2023
Q2 		$558K Sell
2,469
-42
-2% -$8.82K 0.03% 212
2023
Q1 		$482K Buy
+2,511
New +$455K 0.02% 261

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
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

Waldron Private Wealth's VRSK Position: Q1 2024 in Review

Waldron Private Wealth sold out of Verisk Analytics (VRSK) in Q1 2024, closing a stake of 2,342 shares — an estimated $559K sold.

Waldron Private Wealth first reported a position in VRSK in Q1 2023 and held it in 4 quarters. The position peaked at $559K in Q4 2023. 936 funds tracked by Wall St. Rank hold VRSK as of Q1 2024.

  • Waldron Private Wealth reported no remaining Verisk Analytics position as of Q1 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 2,342 Verisk Analytics shares in Q1 2024, an estimated $559K.
  • Waldron Private Wealth first reported a position in Verisk Analytics in Q1 2023 and held it in 4 quarters.
  • Waldron Private Wealth's Verisk Analytics position peaked at $559K in Q4 2023.
  • 936 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2024.

Based on Waldron Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.