Avion Wealth’s Verisk Analytics VRSK Stock Holding History

Avion Wealth’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	$6K	Hold	36	–	–	﹤0.01%	633
2025 Q4	$8K	Buy	36 +4	+13%	+$903	﹤0.01%	562
2025 Q3	$8K	Sell	32 -6	-16%	-$1.65K	﹤0.01%	554
2025 Q2	$11K	Buy	38 +20	+111%	+$6.06K	﹤0.01%	456
2025 Q1	$4K	Hold	18	–	–	﹤0.01%	611
2024 Q4	$4K	Buy	18 +1	+6%	+$278	﹤0.01%	609
2024 Q3	$4K	Buy	17 +2	+13%	+$541	﹤0.01%	588
2024 Q2	$4K	Sell	15 -1	-6%	-$245	﹤0.01%	535
2024 Q1	$4K	Sell	16 -2	-11%	-$480	﹤0.01%	527
2023 Q4	$4K	Sell	18 -3	-14%	-$710	﹤0.01%	458
2023 Q3	$4K	Buy	21 +4	+24%	+$943	﹤0.01%	405
2023 Q2	$3K	Buy	17 +8	+89%	+$1.68K	﹤0.01%	446
2023 Q1	$1K	Hold	9	–	–	﹤0.01%	494
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	450
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	412
2022 Q2	$2K	Buy	+9	New	+$1.68K	﹤0.01%	410

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