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HBK Sorce Advisory’s Verisk Analytics VRSK Stock Holding History

HBK Sorce 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
Q3 		– Sell
-666
Closed -$207K – 653
2025
Q2 		$207K Sell
666
-6
-0.9% -$1.82K 0.01% 545
2025
Q1 		$200K Buy
+672
New +$194K 0.01% 546
2024
Q3 		– Sell
-743
Closed -$200K – 604
2024
Q2 		$200K Buy
+743
New +$182K 0.01% 528
2021
Q3 		– Sell
-1,155
Closed -$202K – 617
2021
Q2 		$202K Sell
1,155
-853
-42% -$151K 0.01% 555
2021
Q1 		$355K Buy
2,008
+19
+1% +$3.48K 0.02% 368
2020
Q4 		$413K Sell
1,989
-53
-3% -$10.3K 0.03% 307
2020
Q3 		$378K Buy
2,042
+793
+63% +$145K 0.03% 310
2020
Q2 		$213K Sell
1,249
-251
-17% -$39.7K 0.02% 394
2020
Q1 		$209K Buy
1,500
+47
+3% +$7.37K 0.02% 354
2019
Q4 		$217K Buy
1,453
+39
+3% +$5.78K 0.02% 398
2019
Q3 		$224K Sell
1,414
-74
-5% -$11.5K 0.02% 376
2019
Q2 		$218K Sell
1,488
-351
-19% -$49.5K 0.02% 374
2019
Q1 		$245K Buy
+1,839
New +$224K 0.02% 370

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HBK Sorce Advisory's VRSK Position: Q3 2025 in Review

HBK Sorce Advisory sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 666 shares — an estimated $207K sold.

HBK Sorce Advisory first reported a position in VRSK in Q1 2019 and held it in 13 quarters. The position peaked at $413K in Q4 2020. 999 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • HBK Sorce Advisory reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • HBK Sorce Advisory sold 666 Verisk Analytics shares in Q3 2025, an estimated $207K.
  • HBK Sorce Advisory first reported a position in Verisk Analytics in Q1 2019 and held it in 13 quarters.
  • HBK Sorce Advisory's Verisk Analytics position peaked at $413K in Q4 2020.
  • 999 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on HBK Sorce Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.