GoalVest Advisory’s Verisk Analytics VRSK Stock Holding History

GoalVest Advisory’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	-4	Closed	-$1.19K	–	524
2025 Q1	$1.19K	Buy	+4	New	+$1.15K	﹤0.01%	327
2022 Q2	–	Sell	-2	Closed	–	–	540
2022 Q1	$0	Buy	+2	New	+$394	﹤0.01%	505

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GoalVest Advisory's VRSK Position: Q2 2025 in Review

GoalVest Advisory sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 4 shares — an estimated $1.19K sold.

GoalVest Advisory first reported a position in VRSK in Q1 2022 and held it in 2 quarters. The position peaked at $1.19K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

GoalVest Advisory reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 4 Verisk Analytics shares in Q2 2025, an estimated $1.19K.
GoalVest Advisory first reported a position in Verisk Analytics in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's Verisk Analytics position peaked at $1.19K in Q1 2025.
1,055 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.