NewEdge Wealth’s Verisk Analytics VRSK Stock Holding History

NewEdge 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
2026 Q1	$230K	Sell	1,213 -2,479	-67%	-$503K	﹤0.01%	1043
2025 Q4	$826K	Sell	3,692 -90,599	-96%	-$20.4M	0.01%	686
2025 Q3	$20.2M	Buy	94,291 +1,637	+2%	+$449K	0.29%	79
2025 Q2	$24.5M	Buy	92,654 +2,586	+3%	+$784K	0.38%	59
2025 Q1	$26.8M	Buy	90,068 +866	+1%	+$250K	0.49%	55
2024 Q4	$24.6M	Buy	89,202 +4,166	+5%	+$1.16M	0.43%	62
2024 Q3	$22.8M	Buy	85,036 +1,811	+2%	+$490K	0.41%	68
2024 Q2	$22.4M	Sell	83,225 -175	-0.2%	-$42.8K	0.49%	53
2024 Q1	$19.5M	Buy	83,400 +82,041	+6,037%	+$19.7M	0.44%	64
2023 Q4	$324K	Sell	1,359 -232	-15%	-$54.9K	0.01%	603
2023 Q3	$376K	Buy	1,591 +246	+18%	+$58K	0.01%	502
2023 Q2	$304K	Sell	1,345 -94	-7%	-$19.7K	0.01%	543
2023 Q1	$276K	Buy	1,439 +191	+15%	+$34.6K	0.01%	517
2022 Q4	$220K	Sell	1,248 -149	-11%	-$26.2K	0.01%	505
2022 Q3	$238K	Buy	1,397 +11	+0.8%	+$2.06K	0.01%	469
2022 Q2	$240K	Buy	+1,386	New	+$258K	0.01%	502

Other funds holding VRSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return