AAS
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Avantax Advisory Services’s Verisk Analytics VRSK Stock Holding History

Avantax Advisory Services’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
Q2 		$2.53M Buy
8,125
+404
+5% +$122K 0.01% 692
2025
Q1 		$2.3M Sell
7,721
-6,463
-46% -$1.86M 0.01% 683
2024
Q4 		$3.91M Sell
14,184
-45
-0.3% -$12.5K 0.02% 474
2024
Q3 		$3.81M Buy
14,229
+234
+2% +$63.3K 0.03% 477
2024
Q2 		$3.77M Buy
13,995
+7,032
+101% +$1.72M 0.03% 452
2024
Q1 		$1.64M Buy
6,963
+34
+0.5% +$8.17K 0.01% 592
2023
Q4 		$1.66M Sell
6,929
-1,484
-18% -$351K 0.02% 562
2023
Q3 		$1.99M Sell
8,413
-474
-5% -$112K 0.02% 459
2023
Q2 		$2.01M Sell
8,887
-303
-3% -$63.6K 0.02% 450
2023
Q1 		$1.76M Sell
9,190
-350
-4% -$63.4K 0.02% 476
2022
Q4 		$1.68M Buy
9,540
+68
+0.7% +$11.9K 0.02% 469
2022
Q3 		$1.61M Sell
9,472
-23
-0.2% -$4.3K 0.02% 423
2022
Q2 		$1.64M Buy
9,495
+17
+0.2% +$3.17K 0.02% 424
2022
Q1 		$2.03M Hold
9,478
– – 0.03% 373
2021
Q4 		$2.17M Buy
9,478
+29
+0.3% +$6.33K 0.03% 355
2021
Q3 		$1.89M Sell
9,449
-1,953
-17% -$378K 0.03% 347
2021
Q2 		$1.99M Sell
11,402
-473
-4% -$83.9K 0.04% 324
2021
Q1 		$2.1M Buy
11,875
+38
+0.3% +$6.96K 0.05% 282
2020
Q4 		$2.46M Sell
11,837
-135
-1% -$26.2K 0.06% 234
2020
Q3 		$2.22M Buy
11,972
+256
+2% +$46.9K 0.04% 347
2020
Q2 		$1.99M Buy
11,716
+347
+3% +$54.8K 0.06% 217
2020
Q1 		$1.58M Sell
11,369
-2,856
-20% -$448K 0.05% 224
2019
Q4 		$2.13M Sell
14,225
-3,137
-18% -$465K 0.05% 198
2019
Q3 		$2.75M Sell
17,362
-574
-3% -$89.1K 0.11% 96
2019
Q2 		$2.63M Sell
17,936
-1,039
-5% -$147K 0.12% 94
2019
Q1 		$2.52M Sell
18,975
-505
-3% -$61.4K 0.13% 85
2018
Q4 		$2.12M Buy
+19,480
New +$2.28M 0.36% 72

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's VRSK Position: Q2 2025 in Review

Avantax Advisory Services increased its Verisk Analytics (VRSK) stake by 5.2% in Q2 2025, buying an estimated $122K and bringing the position to 8,125 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #692.

Avantax Advisory Services first reported a position in VRSK in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.91M in Q4 2024. 1,055 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Avantax Advisory Services held 8,125 shares of Verisk Analytics worth $2.53M as of Q2 2025.
  • Avantax Advisory Services bought 404 Verisk Analytics shares in Q2 2025, an estimated $122K.
  • Verisk Analytics made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #692 holding.
  • Avantax Advisory Services first reported a position in Verisk Analytics in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Verisk Analytics position peaked at $3.91M in Q4 2024.
  • 1,055 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.