AWM
VRSK icon

Avior Wealth Management’s Verisk Analytics VRSK Stock Holding History

Avior 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
Q1 		– Sell
-155
Closed -$42.8K – 2298
2024
Q4 		$42.8K Buy
155
+25
+19% +$6.96K ﹤0.01% 1194
2024
Q3 		$34.8K Sell
130
-26
-17% -$7.04K ﹤0.01% 1247
2024
Q2 		$42K Sell
156
-129
-45% -$31.6K ﹤0.01% 1158
2024
Q1 		$67.2K Buy
285
+281
+7,025% +$67.5K ﹤0.01% 1117
2023
Q4 		$955 Sell
4
-4
-50% -$947 ﹤0.01% 1378
2023
Q3 		$1.89K Hold
8
– – ﹤0.01% 1387
2023
Q2 		$1.81K Hold
8
– – ﹤0.01% 1361
2023
Q1 		$1.53K Hold
8
– – ﹤0.01% 1423
2022
Q4 		$1.41K Hold
8
– – ﹤0.01% 1084
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1115
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1030
2022
Q1 		$1K Hold
8
– – ﹤0.01% 1068
2021
Q4 		$1K Hold
8
– – ﹤0.01% 1061
2021
Q3 		$1K Buy
8
+1
+14% +$194 ﹤0.01% 1033
2021
Q2 		$1K Buy
7
+1
+17% +$177 ﹤0.01% 1005
2021
Q1 		$1K Hold
6
– – ﹤0.01% 987
2020
Q4 		$1K Hold
6
– – ﹤0.01% 952
2020
Q3 		$1K Hold
6
– – ﹤0.01% 897
2020
Q2 		$1K Hold
6
– – ﹤0.01% 872
2020
Q1 		$0 Hold
6
– – ﹤0.01% 902
2019
Q4 		$0 Hold
6
– – ﹤0.01% 878
2019
Q3 		$0 Hold
6
– – ﹤0.01% 877
2019
Q2 		$1K Buy
+6
New +$846 ﹤0.01% 819
2016
Q4 		– Sell
-1,000
Closed -$81K – 516
2016
Q3 		$81K Buy
+1,000
New +$82.7K 0.03% 186

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's VRSK Position: Q1 2025 in Review

Avior Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2025, closing a stake of 155 shares — an estimated $42.8K sold.

Avior Wealth Management first reported a position in VRSK in Q3 2016 and held it in 24 quarters. The position peaked at $81K in Q3 2016. 1,028 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

  • Avior Wealth Management reported no remaining Verisk Analytics position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 155 Verisk Analytics shares in Q1 2025, an estimated $42.8K.
  • Avior Wealth Management first reported a position in Verisk Analytics in Q3 2016 and held it in 24 quarters.
  • Avior Wealth Management's Verisk Analytics position peaked at $81K in Q3 2016.
  • 1,028 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.