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1858 Wealth Management’s Verisk Analytics VRSK Stock Holding History

1858 Wealth Management’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
2025
Q3 		– Sell
-852
Closed -$265K – 130
2025
Q2 		$265K Sell
852
-84
-9% -$25.5K 0.2% 93
2025
Q1 		$279K Sell
936
-71
-7% -$20.5K 0.24% 83
2024
Q4 		$277K Sell
1,007
-21
-2% -$5.84K 0.22% 94
2024
Q3 		$275K Hold
1,028
– – 0.23% 87
2024
Q2 		$277K Sell
1,028
-21
-2% -$5.14K 0.23% 84
2024
Q1 		$251K Hold
1,049
– – 0.24% 90
2023
Q4 		$251K Buy
+1,049
New +$248K 0.24% 90

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1858 Wealth Management's VRSK Position: Q3 2025 in Review

1858 Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 852 shares — an estimated $265K sold.

1858 Wealth Management first reported a position in VRSK in Q4 2023 and held it in 7 quarters. The position peaked at $279K in Q1 2025. 999 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • 1858 Wealth Management reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • 1858 Wealth Management sold 852 Verisk Analytics shares in Q3 2025, an estimated $265K.
  • 1858 Wealth Management first reported a position in Verisk Analytics in Q4 2023 and held it in 7 quarters.
  • 1858 Wealth Management's Verisk Analytics position peaked at $279K in Q1 2025.
  • 999 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.