CAWM
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Capital A Wealth Management’s Verisk Analytics VRSK Stock Holding History

Capital A 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
Q2 		– Sell
-347
Closed -$103K – 827
2025
Q1 		$103K Hold
347
– – 0.11% 103
2024
Q4 		$95.6K Buy
+347
New +$96.6K 0.16% 111

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital A Wealth Management's VRSK Position: Q2 2025 in Review

Capital A Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 347 shares — an estimated $103K sold.

Capital A Wealth Management first reported a position in VRSK in Q4 2024 and held it in 2 quarters. The position peaked at $103K in Q1 2025. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Capital A Wealth Management reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 347 Verisk Analytics shares in Q2 2025, an estimated $103K.
  • Capital A Wealth Management first reported a position in Verisk Analytics in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Verisk Analytics position peaked at $103K in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.