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Peak Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Peak Financial 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
Q4 		– Sell
-8,727
Closed -$2.19M – 96
2025
Q3 		$2.19M Buy
+8,727
New +$2.4M 1.05% 30
2024
Q2 		– Sell
-11,666
Closed -$2.75M – 87
2024
Q1 		$2.75M Buy
11,666
+2,159
+23% +$519K 1.67% 30
2023
Q4 		$2.27M Buy
+9,507
New +$2.25M 1.52% 34

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peak Financial Advisors's VRSK Position: Q4 2025 in Review

Peak Financial Advisors sold out of Verisk Analytics (VRSK) in Q4 2025, closing a stake of 8,727 shares — an estimated $2.19M sold.

Peak Financial Advisors first reported a position in VRSK in Q4 2023 and held it in 3 quarters. The position peaked at $2.75M in Q1 2024. 1,019 funds tracked by Wall St. Rank hold VRSK as of Q4 2025.

  • Peak Financial Advisors reported no remaining Verisk Analytics position as of Q4 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 8,727 Verisk Analytics shares in Q4 2025, an estimated $2.19M.
  • Peak Financial Advisors first reported a position in Verisk Analytics in Q4 2023 and held it in 3 quarters.
  • Peak Financial Advisors's Verisk Analytics position peaked at $2.75M in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held Verisk Analytics as of Q4 2025.

Based on Peak Financial Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.