AWM
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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Axxcess Wealth Management's VRSK Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 699 shares — an estimated $218K sold.

Axxcess Wealth Management first reported a position in VRSK in Q1 2022 and held it in 9 quarters. The position peaked at $687K in Q3 2023. 999 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 699 Verisk Analytics shares in Q3 2025, an estimated $218K.
  • Axxcess Wealth Management first reported a position in Verisk Analytics in Q1 2022 and held it in 9 quarters.
  • Axxcess Wealth Management's Verisk Analytics position peaked at $687K in Q3 2023.
  • 999 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.