Advisor OS’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$741K Sell
3,905
-1,309
-25% -$266K 0.05% 227
2025
Q4
$1.17M Buy
5,214
+202
+4% +$45.6K 0.09% 142
2025
Q3
$1.26M Buy
5,012
+731
+17% +$201K 0.11% 124
2025
Q2
$1.33M Buy
4,281
+73
+2% +$22.1K 0.13% 108
2025
Q1
$1.25M Buy
4,208
+209
+5% +$60.2K 0.14% 103
2024
Q4
$1.1M Buy
3,999
+13
+0.3% +$3.62K 0.13% 109
2024
Q3
$1.07M Buy
3,986
+90
+2% +$24.4K 0.11% 144
2024
Q2
$1.05M Buy
3,896
+106
+3% +$25.9K 0.12% 158
2024
Q1
$893K Sell
3,790
-154
-4% -$37K 0.1% 177
2023
Q4
$942K Sell
3,944
-2,190
-36% -$518K 0.12% 149
2023
Q3
$1.45M Sell
6,134
-386
-6% -$91K 0.22% 86
2023
Q2
$1.47M Sell
6,520
-22
-0.3% -$4.62K 0.24% 78
2023
Q1
$1.26M Buy
6,542
+63
+1% +$11.4K 0.3% 83
2022
Q4
$1.14M Buy
6,479
+502
+8% +$88.2K 0.3% 81
2022
Q3
$1.02M Sell
5,977
-213
-3% -$39.8K 0.31% 72
2022
Q2
$1.07M Sell
6,190
-767
-11% -$143K 0.31% 71
2022
Q1
$1.49M Sell
6,957
-2,848
-29% -$562K 0.43% 52
2021
Q4
$2.24M Buy
9,805
+899
+10% +$196K 0.46% 59
2021
Q3
$1.78M Buy
8,906
+191
+2% +$37K 0.39% 59
2021
Q2
$1.52M Buy
8,715
+1,555
+22% +$276K 0.32% 61
2021
Q1
$1.26M Buy
7,160
+1,098
+18% +$201K 0.29% 64
2020
Q4
$1.26M Buy
6,062
+1,817
+43% +$353K 0.34% 43
2020
Q3
$785K Buy
4,245
+2,832
+200% +$518K 0.33% 37
2020
Q2
$240K Buy
+1,413
New +$223K 0.14% 115

Other funds holding VRSK