Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Madison Mid Cap Fund Haruki Toyama, Andy Romanowich, Rich Eisinger | “We purchased shares in Verisk Analytics (VRSK), the dominant provider of data and analytics to property and casualty insurers in the U.S. Insurers use Verisk's proprietary data to assess and price risks, and to manage claims. Because its data is so embedded in its clients' daily workflows, it's often the last thing that an insurance client will cut back on, even in weak insurance markets. Since the company went public in 2009, Verisk has never registered a down year in revenue, and with the increasing demand for data, we anticipate that its revenue should continue to grow at a healthy clip for many years. With the market selling off asset-light businesses, we were able to purchase Verisk at an attractive valuation.” | NEUTRAL | Q2 2026 Jul 17, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
