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GeoWealth Management’s Verisk Analytics VRSK Stock Holding History

GeoWealth 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
-796
Closed -$200K – 830
2025
Q3 		$200K Sell
796
-33
-4% -$9.06K 0.01% 691
2025
Q2 		$258K Sell
829
-295
-26% -$89.4K 0.01% 586
2025
Q1 		$335K Sell
1,124
-95
-8% -$27.4K 0.01% 517
2024
Q4 		$336K Sell
1,219
-32
-3% -$8.9K 0.01% 594
2024
Q3 		$335K Sell
1,251
-60
-5% -$16.2K 0.01% 576
2024
Q2 		$353K Buy
1,311
+248
+23% +$60.7K 0.02% 537
2024
Q1 		$251K Buy
+1,063
New +$255K 0.01% 615

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

GeoWealth Management's VRSK Position: Q4 2025 in Review

GeoWealth Management sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 796 shares — an estimated $200K sold.

GeoWealth Management first reported a position in VRSK in Q1 2024 and held it in 7 quarters. The position peaked at $353K in Q2 2024. 1,021 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

  • GeoWealth Management reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 796 Verisk Analytics shares in Q4 2025, an estimated $200K.
  • GeoWealth Management first reported a position in Verisk Analytics in Q1 2024 and held it in 7 quarters.
  • GeoWealth Management's Verisk Analytics position peaked at $353K in Q2 2024.
  • 1,021 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.