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Marshall & Sterling Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Marshall & Sterling 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
-44
Closed -$11.1K – 623
2025
Q3 		$11.1K Hold
44
– – 0.01% 327
2025
Q2 		$13.7K Hold
44
– – 0.01% 290
2025
Q1 		$13.1K Buy
+44
New +$12.7K 0.01% 285

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AllianceBernstein
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Invesco
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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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VRSK Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 44 shares — an estimated $11.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in VRSK in Q1 2025 and held it in 3 quarters. The position peaked at $13.7K in Q2 2025. 1,021 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 44 Verisk Analytics shares in Q4 2025, an estimated $11.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Verisk Analytics in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Verisk Analytics position peaked at $13.7K in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.