Ownership history in Compound Planning, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in VERISK ANALYTICS INC (VRSK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 835 | -216 | -20.6% | 0.01% | $210K | $250.36 |
| 2025 Q2 | REDUCED | 1,051 | -886 | -45.7% | 0.01% | $327K | $309.54 |
| 2025 Q1 | ADDED | 1,937 | +385 | +24.8% | 0.03% | $576K | $295.32 |
| 2024 Q4 | ADDED | 1,552 | +339 | +27.9% | 0.02% | $427K | $272.88 |
| 2024 Q3 | ADDED | 1,213 | +22 | +1.8% | 0.02% | $325K | $265.11 |
| 2024 Q2 | ADDED | 1,191 | +98 | +9.0% | 0.02% | $321K | $266.30 |
| 2024 Q1 | REDUCED | 1,093 | -59 | -5.1% | 0.02% | $258K | $232.54 |
| 2023 Q4 | INITIATED | 1,152 | — | — | 0.04% | $275K | — |
As of 2025 Q4 — sorted by position size