Klingman & Associates’s Verisk Analytics VRSK Stock Holding History

Klingman & Associates’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	-876	Closed	-$273K	–	339
2025 Q2	$273K	Buy	+876	New	+$266K	0.02%	262

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Klingman & Associates's VRSK Position: Q3 2025 in Review

Klingman & Associates sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 876 shares — an estimated $273K sold.

Klingman & Associates first reported a position in VRSK in Q2 2025 and held it in 1 quarter. The position peaked at $273K in Q2 2025. 998 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

Klingman & Associates reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
Klingman & Associates sold 876 Verisk Analytics shares in Q3 2025, an estimated $273K.
Klingman & Associates first reported a position in Verisk Analytics in Q2 2025 and held it in 1 quarter.
Klingman & Associates's Verisk Analytics position peaked at $273K in Q2 2025.
998 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.