Addison Advisors’s Verisk Analytics VRSK Stock Holding History

Addison Advisors’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
2026 Q1	$153K	Buy	804 +8	+1%	+$1.62K	0.03%	260
2025 Q4	$178K	Sell	796 -89	-10%	-$20.1K	0.04%	231
2025 Q3	$223K	Sell	885 -56	-6%	-$15.4K	0.05%	206
2025 Q2	$293K	Buy	941 +10	+1%	+$3.03K	0.07%	171
2025 Q1	$277K	Buy	931 +7	+0.8%	+$2.02K	0.08%	166
2024 Q4	$254K	Sell	924 -3	-0.3%	-$835	0.07%	170
2024 Q3	$248K	Hold	927	–	–	0.07%	184
2024 Q2	$250K	Buy	927 +25	+3%	+$6.12K	0.08%	161
2024 Q1	$213K	Buy	902 +19	+2%	+$4.56K	0.07%	180
2023 Q4	$211K	Buy	883 +19	+2%	+$4.5K	0.08%	167
2023 Q3	$204K	Buy	864 +34	+4%	+$8.01K	0.1%	149
2023 Q2	$188K	Buy	830 +20	+2%	+$4.2K	0.09%	157
2023 Q1	$155K	Buy	810 +26	+3%	+$4.71K	0.09%	164
2022 Q4	$138K	Buy	784 +151	+24%	+$26.5K	0.08%	162
2022 Q3	$108K	Buy	633 +296	+88%	+$55.3K	0.07%	181
2022 Q2	$58K	Sell	337 -47	-12%	-$8.77K	0.04%	245
2022 Q1	$82K	Buy	384 +379	+7,580%	+$74.7K	0.04%	227
2021 Q4	$1K	Buy	+5	New	+$1.09K	﹤0.01%	645

Other funds holding VRSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return