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Financial Advocates Investment Management’s Verisk Analytics VRSK Stock Holding History

Financial Advocates Investment 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 		– Sell
-1,656
Closed -$493K – 782
2025
Q1 		$493K Sell
1,656
-2
-0.1% -$576 0.03% 427
2024
Q4 		$456K Sell
1,658
-1
-0.1% -$278 0.03% 479
2024
Q3 		$444K Buy
1,659
+92
+6% +$24.9K 0.03% 490
2024
Q2 		$422K Buy
1,567
+606
+63% +$148K 0.03% 474
2024
Q1 		$227K Hold
961
– – 0.01% 684
2023
Q4 		$229K Buy
961
+107
+13% +$25.3K 0.02% 652
2023
Q3 		$202K Buy
+854
New +$201K 0.01% 655

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 $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.66T 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 $1T AUM

Financial Advocates Investment Management's VRSK Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 1,656 shares — an estimated $493K sold.

Financial Advocates Investment Management first reported a position in VRSK in Q3 2023 and held it in 7 quarters. The position peaked at $493K in Q1 2025. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,656 Verisk Analytics shares in Q2 2025, an estimated $493K.
  • Financial Advocates Investment Management first reported a position in Verisk Analytics in Q3 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's Verisk Analytics position peaked at $493K in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.