WAG
VRSK icon

Winthrop Advisory Group’s Verisk Analytics VRSK Stock Holding History

Winthrop Advisory Group’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
2025
Q3 		– Sell
-794
Closed -$247K – 198
2025
Q2 		$247K Hold
794
– – 0.02% 152
2025
Q1 		$236K Hold
794
– – 0.03% 134
2024
Q4 		$219K Hold
794
– – 0.03% 141
2024
Q3 		$213K Sell
794
-15
-2% -$4.06K 0.03% 140
2024
Q2 		$218K Buy
+809
New +$198K 0.03% 130
2024
Q1 		– Sell
-873
Closed -$209K – 147
2023
Q4 		$209K Sell
873
-18
-2% -$4.26K 0.03% 131
2023
Q3 		$211K Sell
891
-7
-0.8% -$1.65K 0.03% 119
2023
Q2 		$203K Buy
+898
New +$189K 0.03% 128

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return