HCR Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

HCR Wealth 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	-743	Closed	-$221K	–	245
2025 Q1	$221K	Buy	+743	New	+$214K	0.03%	214

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

HCR Wealth Advisors's VRSK Position: Q2 2025 in Review

HCR Wealth Advisors sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 743 shares — an estimated $221K sold.

HCR Wealth Advisors first reported a position in VRSK in Q1 2025 and held it in 1 quarter. The position peaked at $221K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

HCR Wealth Advisors reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
HCR Wealth Advisors sold 743 Verisk Analytics shares in Q2 2025, an estimated $221K.
HCR Wealth Advisors first reported a position in Verisk Analytics in Q1 2025 and held it in 1 quarter.
HCR Wealth Advisors's Verisk Analytics position peaked at $221K in Q1 2025.
1,055 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on HCR Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.