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Gitterman Wealth Management’s Verisk Analytics VRSK Stock Holding History

Gitterman 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
Q3 		– Sell
-766
Closed -$239K – 324
2025
Q2 		$239K Buy
+766
New +$232K 0.06% 111
2024
Q1 		– Sell
-1,747
Closed -$418K – 113
2023
Q4 		$418K Sell
1,747
-189
-10% -$44.7K 0.19% 29
2023
Q3 		$458K Buy
+1,936
New +$456K 0.22% 22
2021
Q4 		– Sell
-1,218
Closed -$244K – 108
2021
Q3 		$244K Buy
+1,218
New +$236K 0.2% 56

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's VRSK Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 766 shares — an estimated $239K sold.

Gitterman Wealth Management first reported a position in VRSK in Q3 2021 and held it in 4 quarters. The position peaked at $458K in Q3 2023. 998 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 766 Verisk Analytics shares in Q3 2025, an estimated $239K.
  • Gitterman Wealth Management first reported a position in Verisk Analytics in Q3 2021 and held it in 4 quarters.
  • Gitterman Wealth Management's Verisk Analytics position peaked at $458K in Q3 2023.
  • 998 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.