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Halbert Hargrove Global Advisors’s Verisk Analytics VRSK Stock Holding History

Halbert Hargrove Global Advisors’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
-9
Closed -$2.68K – 649
2025
Q1 		$2.68K Buy
+9
New +$2.59K ﹤0.01% 371

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State Street
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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 $298B AUM 21.96% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Halbert Hargrove Global Advisors's VRSK Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 9 shares — an estimated $2.68K sold.

Halbert Hargrove Global Advisors first reported a position in VRSK in Q1 2025 and held it in 1 quarter. The position peaked at $2.68K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 9 Verisk Analytics shares in Q2 2025, an estimated $2.68K.
  • Halbert Hargrove Global Advisors first reported a position in Verisk Analytics in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Verisk Analytics position peaked at $2.68K in Q1 2025.
  • 1,055 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.