CAAS
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Capital Asset Advisory Services’s Verisk Analytics VRSK Stock Holding History

Capital Asset Advisory Services’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
-1,190
Closed -$357K – 303
2025
Q1 		$357K Hold
1,190
– – 0.02% 204
2024
Q4 		$329K Sell
1,190
-18
-1% -$5.01K 0.02% 239
2024
Q3 		$329K Sell
1,208
-55
-4% -$14.9K 0.02% 240
2024
Q2 		$348K Sell
1,263
-22
-2% -$5.38K 0.02% 230
2024
Q1 		$292K Sell
1,285
-905
-41% -$217K 0.02% 245
2023
Q4 		$523K Sell
2,190
-611
-22% -$145K 0.03% 190
2023
Q3 		$688K Sell
2,801
-539
-16% -$127K 0.05% 157
2023
Q2 		$764K Sell
3,340
-29
-0.9% -$6.09K 0.05% 154
2023
Q1 		$646K Sell
3,369
-153
-4% -$27.7K 0.05% 173
2022
Q4 		$635K Sell
3,522
-2,677
-43% -$470K 0.05% 173
2022
Q3 		$1.06M Sell
6,199
-1,686
-21% -$315K 0.14% 86
2022
Q2 		$1.36M Buy
7,885
+1,805
+30% +$337K 0.15% 88
2022
Q1 		$1.3M Buy
6,080
+1,873
+45% +$369K 0.14% 94
2021
Q4 		$962K Buy
4,207
+1,312
+45% +$286K 0.1% 143
2021
Q3 		$580K Buy
+2,895
New +$561K 0.06% 230
2021
Q1 		– Sell
-279
Closed -$58K – 1484
2020
Q4 		$58K Buy
+279
New +$54.2K 0.01% 579

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Capital Asset Advisory Services's VRSK Position: Q2 2025 in Review

Capital Asset Advisory Services sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 1,190 shares — an estimated $357K sold.

Capital Asset Advisory Services first reported a position in VRSK in Q4 2020 and held it in 16 quarters. The position peaked at $1.36M in Q2 2022. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Capital Asset Advisory Services reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,190 Verisk Analytics shares in Q2 2025, an estimated $357K.
  • Capital Asset Advisory Services first reported a position in Verisk Analytics in Q4 2020 and held it in 16 quarters.
  • Capital Asset Advisory Services's Verisk Analytics position peaked at $1.36M in Q2 2022.
  • 1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Capital Asset Advisory Services's 13F filing for Q2 2025, filed 7 Jul 2025.