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Ruedi Wealth Management’s Verisk Analytics VRSK Stock Holding History

Ruedi Wealth 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
Q2 		– Sell
-1
Closed -$298 – 312
2025
Q1 		$298 Hold
1
– – ﹤0.01% 319
2024
Q4 		$275 Hold
1
– – ﹤0.01% 325
2024
Q3 		$268 Hold
1
– – ﹤0.01% 334
2024
Q2 		$270 Buy
+1
New +$245 ﹤0.01% 445

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ruedi Wealth Management's VRSK Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 1 share — an estimated $298 sold.

Ruedi Wealth Management first reported a position in VRSK in Q2 2024 and held it in 4 quarters. The position peaked at $298 in Q1 2025. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 1 Verisk Analytics share in Q2 2025, an estimated $298.
  • Ruedi Wealth Management first reported a position in Verisk Analytics in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's Verisk Analytics position peaked at $298 in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.