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Congress Wealth Management’s Verisk Analytics VRSK Stock Holding History

Congress 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 		$991K Buy
3,182
+1,991
+167% +$604K 0.01% 708
2025
Q1 		$354K Buy
1,191
+100
+9% +$28.8K ﹤0.01% 905
2024
Q4 		$301K Sell
1,091
-4
-0.4% -$1.11K ﹤0.01% 767
2024
Q3 		$293K Buy
1,095
+17
+2% +$4.6K ﹤0.01% 737
2024
Q2 		$291K Buy
+1,078
New +$264K ﹤0.01% 622

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

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

Congress Wealth Management increased its Verisk Analytics (VRSK) stake by 167% in Q2 2025, buying an estimated $604K and bringing the position to 3,182 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #708.

Congress Wealth Management first reported a position in VRSK in Q2 2024 and has held it in 5 quarters since. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Congress Wealth Management held 3,182 shares of Verisk Analytics worth $991K as of Q2 2025.
  • Congress Wealth Management bought 1,991 Verisk Analytics shares in Q2 2025, an estimated $604K.
  • Verisk Analytics made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #708 holding.
  • Congress Wealth Management first reported a position in Verisk Analytics in Q2 2024 and has held it in 5 quarters since.
  • 1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.