Kozak & Associates’s Verisk Analytics VRSK Stock Holding History

Kozak & 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 Q2	–	Sell	-22	Closed	-$6.67K	–	435
2025 Q1	$6.5K	Buy	+22	New	+$6.34K	﹤0.01%	256

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

Kozak & Associates's VRSK Position: Q2 2025 in Review

Kozak & Associates sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 22 shares — an estimated $6.67K sold.

Kozak & Associates first reported a position in VRSK in Q1 2025 and held it in 1 quarter. The position peaked at $6.5K in Q1 2025. 1,055 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

Kozak & Associates reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
Kozak & Associates sold 22 Verisk Analytics shares in Q2 2025, an estimated $6.67K.
Kozak & Associates first reported a position in Verisk Analytics in Q1 2025 and held it in 1 quarter.
Kozak & Associates's Verisk Analytics position peaked at $6.5K in Q1 2025.
1,055 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.