MW
VRSK icon

Marcum Wealth’s Verisk Analytics VRSK Stock Holding History

Marcum 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
Q1 		$202K Buy
+679
New +$196K 0.02% 367
2023
Q4 		– Sell
-864
Closed -$204K – 400
2023
Q3 		$204K Sell
864
-47
-5% -$11.1K 0.02% 315
2023
Q2 		$206K Buy
+911
New +$191K 0.02% 329
2022
Q2 		– Sell
-934
Closed -$200K – 421
2022
Q1 		$200K Buy
+934
New +$184K 0.03% 320

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
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

Marcum Wealth's VRSK Position: Q1 2025 in Review

Marcum Wealth opened a new position in Verisk Analytics (VRSK) in Q1 2025: 679 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in VRSK as recently as Q3 2023.

Marcum Wealth first reported a position in VRSK in Q1 2022 and has held it in 4 quarters since. The position peaked at $206K in Q2 2023. 1,027 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

  • Marcum Wealth held 679 shares of Verisk Analytics worth $202K as of Q1 2025.
  • Verisk Analytics was a new Marcum Wealth position in Q1 2025.
  • Verisk Analytics made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #367 holding.
  • Marcum Wealth first reported a position in Verisk Analytics in Q1 2022 and has held it in 4 quarters since.
  • Marcum Wealth's Verisk Analytics position peaked at $206K in Q2 2023.
  • 1,027 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.