Whittier Trust’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
4,387
+49
+1% +$15.3K 0.02% 339
2025
Q1
$1.29M Sell
4,338
-115
-3% -$34.2K 0.02% 344
2024
Q4
$1.23M Buy
4,453
+212
+5% +$58.4K 0.02% 357
2024
Q3
$1.14M Buy
4,241
+58
+1% +$15.5K 0.02% 362
2024
Q2
$1.13M Buy
4,183
+688
+20% +$185K 0.02% 343
2024
Q1
$824K Buy
3,495
+17
+0.5% +$4.01K 0.01% 396
2023
Q4
$831K Sell
3,478
-378
-10% -$90.3K 0.01% 385
2023
Q3
$911K Buy
3,856
+273
+8% +$64.5K 0.02% 362
2023
Q2
$810K Sell
3,583
-1
-0% -$226 0.01% 387
2023
Q1
$688K Buy
3,584
+241
+7% +$46.2K 0.01% 412
2022
Q4
$590K Sell
3,343
-86
-3% -$15.2K 0.01% 439
2022
Q3
$584K Buy
3,429
+150
+5% +$25.5K 0.01% 426
2022
Q2
$568K Buy
3,279
+90
+3% +$15.6K 0.01% 439
2022
Q1
$685K Buy
3,189
+63
+2% +$13.5K 0.01% 437
2021
Q4
$715K Buy
3,126
+85
+3% +$19.4K 0.01% 427
2021
Q3
$609K Buy
3,041
+1,740
+134% +$348K 0.01% 431
2021
Q2
$227K Buy
1,301
+206
+19% +$35.9K ﹤0.01% 625
2021
Q1
$194K Buy
1,095
+269
+33% +$47.7K ﹤0.01% 643
2020
Q4
$172K Buy
826
+127
+18% +$26.4K ﹤0.01% 622
2020
Q3
$129K Buy
699
+23
+3% +$4.25K ﹤0.01% 662
2020
Q2
$115K Buy
676
+525
+348% +$89.3K ﹤0.01% 651
2020
Q1
$21K Buy
151
+141
+1,410% +$19.6K ﹤0.01% 976
2019
Q4
$1K Buy
+10
New +$1K ﹤0.01% 1477
2018
Q3
Sell
-19
Closed -$2K 1289
2018
Q2
$2K Hold
19
﹤0.01% 1186
2018
Q1
$2K Buy
+19
New +$2K ﹤0.01% 1228
2016
Q4
Sell
-43
Closed -$3K 1226
2016
Q3
$3K Hold
43
﹤0.01% 1088
2016
Q2
$3K Hold
43
﹤0.01% 1107
2016
Q1
$3K Hold
43
﹤0.01% 1094
2015
Q4
$3K Hold
43
﹤0.01% 1100
2015
Q3
$3K Hold
43
﹤0.01% 1078
2015
Q2
$3K Hold
43
﹤0.01% 1128
2015
Q1
$3K Hold
43
﹤0.01% 1147
2014
Q4
$3K Hold
43
﹤0.01% 1001
2014
Q3
$3K Hold
43
﹤0.01% 987
2014
Q2
$3K Hold
43
﹤0.01% 981
2014
Q1
$3K Buy
+43
New +$3K ﹤0.01% 1008