AWM
VRSK icon

Axxcess Wealth Management’s Verisk Analytics VRSK Stock Holding History

Axxcess 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
Q3 		– Sell
-699
Closed -$218K – 975
2025
Q2 		$218K Sell
699
-1,215
-63% -$368K 0.01% 824
2025
Q1 		$570K Buy
1,914
+724
+61% +$209K 0.02% 518
2024
Q4 		$328K Sell
1,190
-798
-40% -$222K 0.01% 652
2024
Q3 		$533K Sell
1,988
-55
-3% -$14.9K 0.01% 535
2024
Q2 		$551K Buy
2,043
+758
+59% +$185K 0.01% 504
2024
Q1 		$303K Sell
1,285
-905
-41% -$217K 0.01% 661
2023
Q4 		$523K Sell
2,190
-720
-25% -$170K 0.02% 503
2023
Q3 		$687K Buy
+2,910
New +$686K 0.02% 389
2022
Q2 		– Sell
-1,020
Closed -$219K – 679
2022
Q1 		$219K Buy
+1,020
New +$201K 0.02% 561

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
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
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return