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Marks Group Wealth Management’s Verisk Analytics VRSK Stock Holding History

Marks Group Wealth Management’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
-11,762
Closed -$3.66M – 306
2025
Q2 		$3.66M Sell
11,762
-49
-0.4% -$14.9K 0.34% 92
2025
Q1 		$3.52M Buy
11,811
+238
+2% +$68.6K 0.34% 93
2024
Q4 		$3.19M Buy
11,573
+151
+1% +$42K 0.31% 94
2024
Q3 		$3.06M Sell
11,422
-4,393
-28% -$1.19M 0.29% 98
2024
Q2 		$4.26M Buy
15,815
+328
+2% +$80.3K 0.45% 79
2024
Q1 		$3.65M Buy
15,487
+545
+4% +$131K 0.38% 85
2023
Q4 		$3.57M Buy
14,942
+170
+1% +$40.2K 0.41% 85
2023
Q3 		$3.49M Sell
14,772
-302
-2% -$71.2K 0.43% 84
2023
Q2 		$3.41M Sell
15,074
-176
-1% -$37K 0.41% 89
2023
Q1 		$2.93M Buy
15,250
+116
+0.8% +$21K 0.37% 92
2022
Q4 		$2.67M Sell
15,134
-15
-0.1% -$2.64K 0.36% 93
2022
Q3 		$2.58M Sell
15,149
-20,942
-58% -$3.91M 0.39% 91
2022
Q2 		$6.25M Buy
36,091
+996
+3% +$186K 0.9% 22
2022
Q1 		$7.53M Buy
35,095
+3,157
+10% +$622K 0.95% 17
2021
Q4 		$7.31M Buy
31,938
+526
+2% +$115K 0.89% 18
2021
Q3 		$6.28M Buy
31,412
+348
+1% +$67.4K 0.85% 30
2021
Q2 		$5.42M Buy
31,064
+909
+3% +$161K 0.74% 64
2021
Q1 		$5.32M Buy
30,155
+8,143
+37% +$1.49M 0.79% 54
2020
Q4 		$4.57M Buy
22,012
+1,276
+6% +$248K 0.71% 62
2020
Q3 		$3.84M Buy
20,736
+959
+5% +$176K 0.69% 66
2020
Q2 		$3.37M Buy
19,777
+1,311
+7% +$207K 0.68% 69
2020
Q1 		$2.58M Sell
18,466
-49
-0.3% -$7.68K 0.67% 74
2019
Q4 		$2.77M Buy
+18,515
New +$2.74M 0.54% 90

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marks Group Wealth Management's VRSK Position: Q3 2025 in Review

Marks Group Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 11,762 shares — an estimated $3.66M sold.

Marks Group Wealth Management first reported a position in VRSK in Q4 2019 and held it in 23 quarters. The position peaked at $7.53M in Q1 2022. 999 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Marks Group Wealth Management reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 11,762 Verisk Analytics shares in Q3 2025, an estimated $3.66M.
  • Marks Group Wealth Management first reported a position in Verisk Analytics in Q4 2019 and held it in 23 quarters.
  • Marks Group Wealth Management's Verisk Analytics position peaked at $7.53M in Q1 2022.
  • 999 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Marks Group Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.