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Osterweis Capital Management’s Verisk Analytics VRSK Stock Holding History

Osterweis Capital 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
-90
Closed -$28K – 297
2025
Q2 		$28K Buy
+90
New +$27.3K ﹤0.01% 250

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State Street
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AllianceBernstein
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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

Osterweis Capital Management's VRSK Position: Q3 2025 in Review

Osterweis Capital Management sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 90 shares — an estimated $28K sold.

Osterweis Capital Management first reported a position in VRSK in Q2 2025 and held it in 1 quarter. The position peaked at $28K in Q2 2025. 998 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Osterweis Capital Management reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 90 Verisk Analytics shares in Q3 2025, an estimated $28K.
  • Osterweis Capital Management first reported a position in Verisk Analytics in Q2 2025 and held it in 1 quarter.
  • Osterweis Capital Management's Verisk Analytics position peaked at $28K in Q2 2025.
  • 998 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Osterweis Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.