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WR Wealth Planners’s Verisk Analytics VRSK Stock Holding History

WR Wealth Planners’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
Q4 		$6.33K Buy
23
+3
+15% +$835 ﹤0.01% 657
2024
Q3 		$5.36K Buy
20
+4
+25% +$1.08K ﹤0.01% 730
2024
Q2 		$4.31K Buy
16
+10
+167% +$2.45K ﹤0.01% 747
2024
Q1 		$1.41K Buy
+6
New +$1.44K ﹤0.01% 927

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $37.4B AUM 35.42% 1-Year Est. Return

WR Wealth Planners's VRSK Position: Q4 2024 in Review

WR Wealth Planners increased its Verisk Analytics (VRSK) stake by 15% in Q4 2024, buying an estimated $835 and bringing the position to 23 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

WR Wealth Planners first reported a position in VRSK in Q1 2024 and has held it in 4 quarters since. 994 funds tracked by Wall St. Rank hold VRSK as of Q4 2024.

  • WR Wealth Planners held 23 shares of Verisk Analytics worth $6.33K as of Q4 2024.
  • WR Wealth Planners bought 3 Verisk Analytics shares in Q4 2024, an estimated $835.
  • Verisk Analytics made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #657 holding.
  • WR Wealth Planners first reported a position in Verisk Analytics in Q1 2024 and has held it in 4 quarters since.
  • 994 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.