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VRSK icon

Optimize Financial’s Verisk Analytics VRSK Stock Holding History

Optimize Financial’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
-720
Closed -$224K – 437
2025
Q2 		$224K Sell
720
-4
-0.6% -$1.21K 0.14% 202
2025
Q1 		$215K Sell
724
-32
-4% -$9.22K 0.16% 183
2024
Q4 		$208K Buy
+756
New +$210K 0.16% 208

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's VRSK Position: Q3 2025 in Review

Optimize Financial sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 720 shares — an estimated $224K sold.

Optimize Financial first reported a position in VRSK in Q4 2024 and held it in 3 quarters. The position peaked at $224K in Q2 2025. 998 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Optimize Financial reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 720 Verisk Analytics shares in Q3 2025, an estimated $224K.
  • Optimize Financial first reported a position in Verisk Analytics in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Verisk Analytics position peaked at $224K in Q2 2025.
  • 998 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.