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Outlook Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Outlook 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
Q3 		– Sell
-1,501
Closed -$468K – 327
2025
Q2 		$468K Sell
1,501
-28
-2% -$8.49K 0.12% 158
2025
Q1 		$455K Buy
1,529
+7
+0.5% +$2.02K 0.13% 146
2024
Q4 		$419K Buy
1,522
+100
+7% +$27.8K 0.12% 162
2024
Q3 		$381K Buy
1,422
+46
+3% +$12.5K 0.11% 174
2024
Q2 		$371K Buy
1,376
+223
+19% +$54.6K 0.12% 169
2024
Q1 		$272K Buy
1,153
+248
+27% +$59.6K 0.08% 226
2023
Q4 		$216K Buy
+905
New +$214K 0.08% 223

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Outlook Wealth Advisors's VRSK Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 1,501 shares — an estimated $468K sold.

Outlook Wealth Advisors first reported a position in VRSK in Q4 2023 and held it in 7 quarters. The position peaked at $468K in Q2 2025. 999 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,501 Verisk Analytics shares in Q3 2025, an estimated $468K.
  • Outlook Wealth Advisors first reported a position in Verisk Analytics in Q4 2023 and held it in 7 quarters.
  • Outlook Wealth Advisors's Verisk Analytics position peaked at $468K in Q2 2025.
  • 999 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.