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Dynasty Wealth Management’s Verisk Analytics VRSK Stock Holding History

Dynasty 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
Q4 		– Sell
-1,754
Closed -$441K – 353
2025
Q3 		$441K Sell
1,754
-1,121
-39% -$308K 0.01% 233
2025
Q2 		$896K Buy
2,875
+374
+15% +$113K 0.02% 138
2025
Q1 		$744K Sell
2,501
-308
-11% -$88.8K 0.01% 171
2024
Q4 		$774K Sell
2,809
-96
-3% -$26.7K 0.01% 169
2024
Q3 		$778K Sell
2,905
-279
-9% -$75.5K 0.02% 151
2024
Q2 		$858K Buy
3,184
+55
+2% +$13.5K 0.03% 145
2024
Q1 		$738K Buy
+3,129
New +$752K 0.02% 149

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dynasty Wealth Management's VRSK Position: Q4 2025 in Review

Dynasty Wealth Management sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 1,754 shares — an estimated $441K sold.

Dynasty Wealth Management first reported a position in VRSK in Q1 2024 and held it in 7 quarters. The position peaked at $896K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

  • Dynasty Wealth Management reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,754 Verisk Analytics shares in Q4 2025, an estimated $441K.
  • Dynasty Wealth Management first reported a position in Verisk Analytics in Q1 2024 and held it in 7 quarters.
  • Dynasty Wealth Management's Verisk Analytics position peaked at $896K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on Dynasty Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.