CWM
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Centricity Wealth Management’s Verisk Analytics VRSK Stock Holding History

Centricity 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 		$31.5K Hold
101
– – 0.03% 216
2025
Q1 		$30.1K Hold
101
– – 0.03% 213
2024
Q4 		$27.8K Buy
+101
New +$28.1K 0.03% 220

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 $3.37T AUM 44.26% 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

Centricity Wealth Management's VRSK Position: Q2 2025 in Review

Centricity Wealth Management held its Verisk Analytics (VRSK) position steady in Q2 2025 at 101 shares worth $31.5K. The position accounts for 0.03% of the portfolio, ranked #216.

Centricity Wealth Management first reported a position in VRSK in Q4 2024 and has held it in 3 quarters since. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Centricity Wealth Management held 101 shares of Verisk Analytics worth $31.5K as of Q2 2025.
  • Centricity Wealth Management left its Verisk Analytics share count unchanged in Q2 2025.
  • Verisk Analytics made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #216 holding.
  • Centricity Wealth Management first reported a position in Verisk Analytics in Q4 2024 and has held it in 3 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.