AXS Investments’s Verisk Analytics VRSK Stock Holding History

AXS Investments’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 Q3	–	Sell	-1,873	Closed	-$583K	–	226
2025 Q2	$583K	Sell	1,873 -2,578	-58%	-$782K	0.24%	110
2025 Q1	$1.32M	Sell	4,451 -2,155	-33%	-$621K	0.37%	117
2024 Q4	$1.82M	Sell	6,606 -70	-1%	-$19.5K	0.51%	56
2024 Q3	$1.79M	Sell	6,676 -512	-7%	-$139K	0.48%	68
2024 Q2	$1.94M	Sell	7,188 -1,061	-13%	-$260K	0.54%	58
2024 Q1	$1.94M	Buy	8,249 +81	+1%	+$19.5K	0.47%	61
2023 Q4	$1.95M	Buy	8,168 +4,874	+148%	+$1.15M	0.47%	65
2023 Q3	$778K	Sell	3,294 -5,228	-61%	-$1.23M	0.2%	170
2023 Q2	$1.93M	Buy	8,522 +5,080	+148%	+$1.07M	0.51%	46
2023 Q1	$660K	Sell	3,442 -361	-9%	-$65.4K	0.22%	156
2022 Q4	$671K	Sell	3,803 -1,181	-24%	-$208K	0.24%	142
2022 Q3	$850K	Sell	4,984 -546	-10%	-$102K	0.33%	126
2022 Q2	$957K	Sell	5,530 -1,961	-26%	-$366K	0.34%	104
2022 Q1	$1.61M	Buy	+7,491	New	+$1.48M	0.64%	40

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

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

Massachusetts Financial Services

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return