WC
VRSK icon

Waterloo Capital’s Verisk Analytics VRSK Stock Holding History

Waterloo Capital’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
-796
Closed -$215K – 397
2024
Q2 		$215K Buy
+796
New +$195K 0.03% 327
2023
Q2 		– Sell
-1,530
Closed -$294K – 255
2023
Q1 		$294K Buy
+1,530
New +$277K 0.09% 134

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Waterloo Capital's VRSK Position: Q3 2024 in Review

Waterloo Capital sold out of Verisk Analytics (VRSK) in Q3 2024, closing a stake of 796 shares — an estimated $215K sold.

Waterloo Capital first reported a position in VRSK in Q1 2023 and held it in 2 quarters. The position peaked at $294K in Q1 2023. 954 funds tracked by Wall St. Rank hold VRSK as of Q3 2024.

  • Waterloo Capital reported no remaining Verisk Analytics position as of Q3 2024 after selling out during the quarter.
  • Waterloo Capital sold 796 Verisk Analytics shares in Q3 2024, an estimated $215K.
  • Waterloo Capital first reported a position in Verisk Analytics in Q1 2023 and held it in 2 quarters.
  • Waterloo Capital's Verisk Analytics position peaked at $294K in Q1 2023.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2024.

Based on Waterloo Capital's 13F filing for Q3 2024, filed 14 Nov 2024.