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Concourse Financial Group Securities’s Verisk Analytics VRSK Stock Holding History

Concourse Financial Group Securities’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
-6,366
Closed -$1.78M – 2035
2024
Q4 		$1.78M Buy
6,366
+112
+2% +$31.2K 0.1% 205
2024
Q3 		$1.68M Sell
6,254
-169
-3% -$45.8K 0.1% 203
2024
Q2 		$1.73M Sell
6,423
-143
-2% -$35K 0.11% 185
2024
Q1 		$1.55M Buy
6,566
+16
+0.2% +$3.84K 0.1% 210
2023
Q4 		$1.56M Sell
6,550
-482
-7% -$114K 0.11% 193
2023
Q3 		$1.66M Sell
7,032
-520
-7% -$123K 0.13% 174
2023
Q2 		$1.71M Sell
7,552
-201
-3% -$42.2K 0.13% 165
2023
Q1 		$1.49M Buy
7,753
+69
+0.9% +$12.5K 0.12% 182
2022
Q4 		$1.36M Sell
7,684
-73
-0.9% -$12.8K 0.11% 205
2022
Q3 		$1.32M Sell
7,757
-234
-3% -$43.7K 0.13% 174
2022
Q2 		$1.38M Sell
7,991
-1,847
-19% -$344K 0.12% 188
2022
Q1 		$2.11M Sell
9,838
-938
-9% -$185K 0.16% 138
2021
Q4 		$2.46M Sell
10,776
-437
-4% -$95.4K 0.14% 138
2021
Q3 		$2.25M Sell
11,213
-707
-6% -$137K 0.14% 142
2021
Q2 		$2.08M Buy
11,920
+2,765
+30% +$490K 0.13% 144
2021
Q1 		$1.62M Sell
9,155
-2,799
-23% -$513K 0.11% 161
2020
Q4 		$2.48M Buy
11,954
+490
+4% +$95.3K 0.19% 121
2020
Q3 		$2.12M Sell
11,464
-664
-5% -$122K 0.18% 118
2020
Q2 		$2.06M Buy
12,128
+634
+6% +$100K 0.2% 103
2020
Q1 		$1.6M Buy
11,494
+1,241
+12% +$194K 0.18% 122
2019
Q4 		$1.53M Buy
10,253
+7,463
+267% +$1.11M 0.15% 122
2019
Q3 		$441K Sell
2,790
-4,933
-64% -$765K 0.11% 153
2019
Q2 		$1.13M Sell
7,723
-810
-9% -$114K 0.11% 147
2019
Q1 		$1.13M Sell
8,533
-138
-2% -$16.8K 0.12% 150
2018
Q4 		$945K Buy
8,671
+3,563
+70% +$417K 0.11% 159
2018
Q3 		$616K Buy
+5,108
New +$594K 0.17% 126

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Concourse Financial Group Securities's VRSK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Verisk Analytics (VRSK) in Q1 2025, closing a stake of 6,366 shares — an estimated $1.78M sold.

Concourse Financial Group Securities first reported a position in VRSK in Q3 2018 and held it in 26 quarters. The position peaked at $2.48M in Q4 2020. 1,027 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Verisk Analytics position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 6,366 Verisk Analytics shares in Q1 2025, an estimated $1.78M.
  • Concourse Financial Group Securities first reported a position in Verisk Analytics in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Verisk Analytics position peaked at $2.48M in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.