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Concord Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-3
Closed -$826 – 980
2024
Q4 		$826 Hold
3
– – ﹤0.01% 821
2024
Q3 		$804 Buy
+3
New +$812 ﹤0.01% 857
2022
Q1 		– Sell
-4
Closed -$1K – 1400
2021
Q4 		$1K Buy
+4
New +$873 ﹤0.01% 1273
2021
Q2 		– Sell
-3
Closed -$1K – 1108
2021
Q1 		$1K Buy
+3
New +$549 ﹤0.01% 969

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
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

Concord Wealth Partners's VRSK Position: Q1 2025 in Review

Concord Wealth Partners sold out of Verisk Analytics (VRSK) in Q1 2025, closing a stake of 3 shares — an estimated $826 sold.

Concord Wealth Partners first reported a position in VRSK in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

  • Concord Wealth Partners reported no remaining Verisk Analytics position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Verisk Analytics shares in Q1 2025, an estimated $826.
  • Concord Wealth Partners first reported a position in Verisk Analytics in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Verisk Analytics position peaked at $1K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.