Verisk Analytics, Inc. (VRSK
) is a leading data and analytics company for the property & casualty insurance, health care, and mortgage industries. Shares fell 3.3% in the third quarter as financial results were hampered by weakness in its mortgage line.We remain optimistic about the company's long-term prospects. Verisk dominates the insurance data and analytics space, maintains high margins, and now offers data solutions that help reduce fraud in the health care and credit card industries. (Rob Susman)
From Baron Funds’ third quarter 2012 letter.