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Forum Financial Management’s Verisk Analytics VRSK Stock Holding History

Forum Financial 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
-997
Closed -$251K – 1059
2025
Q3 		$251K Hold
997
– – ﹤0.01% 835
2025
Q2 		$311K Buy
997
+137
+16% +$41.5K ﹤0.01% 651
2025
Q1 		$256K Buy
860
+53
+7% +$15.3K ﹤0.01% 682
2024
Q4 		$222K Buy
807
+5
+0.6% +$1.39K ﹤0.01% 793
2024
Q3 		$215K Buy
802
+5
+0.6% +$1.35K ﹤0.01% 689
2024
Q2 		$215K Buy
+797
New +$195K ﹤0.01% 644
2022
Q2 		– Sell
-949
Closed -$203K – 659
2022
Q1 		$203K Buy
+949
New +$187K 0.01% 565

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

Forum Financial Management's VRSK Position: Q4 2025 in Review

Forum Financial Management sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 997 shares — an estimated $251K sold.

Forum Financial Management first reported a position in VRSK in Q1 2022 and held it in 7 quarters. The position peaked at $311K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

  • Forum Financial Management reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 997 Verisk Analytics shares in Q4 2025, an estimated $251K.
  • Forum Financial Management first reported a position in Verisk Analytics in Q1 2022 and held it in 7 quarters.
  • Forum Financial Management's Verisk Analytics position peaked at $311K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.