HIW
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Holos Integrated Wealth’s Verisk Analytics VRSK Stock Holding History

Holos Integrated Wealth’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
-25
Closed -$7.44K – 319
2025
Q1 		$7.44K Hold
25
– – ﹤0.01% 207
2024
Q4 		$6.89K Buy
+25
New +$6.96K ﹤0.01% 215

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
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

Holos Integrated Wealth's VRSK Position: Q2 2025 in Review

Holos Integrated Wealth sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 25 shares — an estimated $7.44K sold.

Holos Integrated Wealth first reported a position in VRSK in Q4 2024 and held it in 2 quarters. The position peaked at $7.44K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Holos Integrated Wealth reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
  • Holos Integrated Wealth sold 25 Verisk Analytics shares in Q2 2025, an estimated $7.44K.
  • Holos Integrated Wealth first reported a position in Verisk Analytics in Q4 2024 and held it in 2 quarters.
  • Holos Integrated Wealth's Verisk Analytics position peaked at $7.44K in Q1 2025.
  • 1,055 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Holos Integrated Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.