One Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

One 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 Q2	–	Sell	-819	Closed	-$244K	–	299
2025 Q1	$244K	Sell	819 -1,131	-58%	-$326K	0.04%	244
2024 Q4	$537K	Sell	1,950 -884	-31%	-$246K	0.08%	113
2024 Q3	$759K	Sell	2,834 -29	-1%	-$7.85K	0.12%	92
2024 Q2	$756K	Buy	2,863 +189	+7%	+$46.3K	0.16%	72
2024 Q1	$630K	Buy	2,674 +516	+24%	+$124K	0.11%	105
2023 Q4	$515K	Buy	2,158 +348	+19%	+$82.4K	0.1%	103
2023 Q3	$428K	Buy	+1,810	New	+$427K	0.1%	104
2023 Q1	–	Sell	-373	Closed	-$65.8K	–	592
2022 Q4	$65.8K	Buy	+373	New	+$65.5K	0.02%	360
2019 Q2	–	Sell	-22	Closed	-$3K	–	467
2019 Q1	$3K	Buy	+22	New	+$2.68K	﹤0.01%	451
2018 Q1	–	Sell	-1,788	Closed	-$172K	–	583
2017 Q4	$172K	Buy	+1,788	New	+$162K	0.14%	140

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

One Wealth Advisors's VRSK Position: Q2 2025 in Review

One Wealth Advisors sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 819 shares — an estimated $244K sold.

One Wealth Advisors first reported a position in VRSK in Q4 2017 and held it in 10 quarters. The position peaked at $759K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

One Wealth Advisors reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
One Wealth Advisors sold 819 Verisk Analytics shares in Q2 2025, an estimated $244K.
One Wealth Advisors first reported a position in Verisk Analytics in Q4 2017 and held it in 10 quarters.
One Wealth Advisors's Verisk Analytics position peaked at $759K in Q3 2024.
1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on One Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.