Icon Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Icon 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 Q4	–	Sell	-423	Closed	-$106K	–	523
2025 Q3	$106K	Sell	423 -70	-14%	-$19.2K	0.01%	495
2025 Q2	$154K	Sell	493 -91	-16%	-$27.6K	0.01%	415
2025 Q1	$174K	Sell	584 -251	-30%	-$72.3K	0.01%	385
2024 Q4	$230K	Sell	835 -43	-5%	-$12K	0.02%	347
2024 Q3	$235K	Sell	878 -315	-26%	-$85.3K	0.02%	327
2024 Q2	$312K	Buy	1,193 +20	+2%	+$4.89K	0.03%	276
2024 Q1	$277K	Sell	1,173 -1,450	-55%	-$348K	0.03%	294
2023 Q4	$627K	Buy	+2,623	New	+$621K	0.07%	165
2022 Q4	$621K	Sell	3,518 -252	-7%	-$44.3K	0.07%	174
2022 Q3	$643K	Buy	+3,770	New	+$705K	0.08%	169

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Icon Wealth Advisors's VRSK Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 423 shares — an estimated $106K sold.

Icon Wealth Advisors first reported a position in VRSK in Q3 2022 and held it in 10 quarters. The position peaked at $643K in Q3 2022. 1,021 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

Icon Wealth Advisors reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 423 Verisk Analytics shares in Q4 2025, an estimated $106K.
Icon Wealth Advisors first reported a position in Verisk Analytics in Q3 2022 and held it in 10 quarters.
Icon Wealth Advisors's Verisk Analytics position peaked at $643K in Q3 2022.
1,021 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.