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HHM Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

HHM 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
Q3 		– Sell
-7
Closed -$2.18K – 940
2025
Q2 		$2.18K Hold
7
– – ﹤0.01% 752
2025
Q1 		$2.08K Hold
7
– – ﹤0.01% 750
2024
Q4 		$1.93K Buy
+7
New +$1.95K ﹤0.01% 755

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

HHM Wealth Advisors's VRSK Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 7 shares — an estimated $2.18K sold.

HHM Wealth Advisors first reported a position in VRSK in Q4 2024 and held it in 3 quarters. The position peaked at $2.18K in Q2 2025. 998 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 7 Verisk Analytics shares in Q3 2025, an estimated $2.18K.
  • HHM Wealth Advisors first reported a position in Verisk Analytics in Q4 2024 and held it in 3 quarters.
  • HHM Wealth Advisors's Verisk Analytics position peaked at $2.18K in Q2 2025.
  • 998 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.