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Verisk Analytics
Verisk Analytics. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 15 Institutional holders with a total value of $198,636,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEDGEWOOD PARTNERS INC 2,054,585 166,707,000 83.93%
2 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 158,842 12,888,000 6.49%
3 DOCK STREET ASSET MANAGEMENT INC 57,888 4,697,000 2.36%
4 Azimuth Capital Management LLC 43,401 3,522,000 1.77%
5 TWIN CAPITAL MANAGEMENT INC 33,950 2,755,000 1.39%
6 Ativo Capital Management LLC 29,027 2,355,000 1.19%
7 Avalon Investment & Advisory 25,804 2,094,000 1.05%
8 World Asset Management Inc 17,016 1,381,000 0.70%
9 J.P. Morgan Private Wealth Advisors LLC 10,342 839,000 0.42%
10 Ascent Wealth Partners, LLC 4,915 398,000 0.20%
11 New England Research & Management, Inc. 4,775 387,000 0.19%
12 CERITY PARTNERS LLC 3,515 285,000 0.14%
13 Veritable, L.P. 3,129 254,000 0.13%
14 Evercore Wealth Management, LLC 555 45,000 0.02%
15 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 356 29,000 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.