Schechter Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Schechter Investment 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 Q1	$232K	Sell	779 -384	-33%	-$111K	0.02%	525
2024 Q4	$320K	Buy	1,163 +114	+11%	+$31.7K	0.02%	480
2024 Q3	$281K	Sell	1,049 -217	-17%	-$58.7K	0.02%	509
2024 Q2	$341K	Buy	1,266 +288	+29%	+$70.5K	0.03%	451
2024 Q1	$231K	Sell	978 -48	-5%	-$11.5K	0.02%	550
2023 Q4	$245K	Sell	1,026 -302	-23%	-$71.5K	0.02%	508
2023 Q3	$314K	Buy	+1,328	New	+$313K	0.03%	436

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's VRSK Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Verisk Analytics (VRSK) stake by 33% in Q1 2025, selling an estimated $111K and leaving 779 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #525.

Schechter Investment Advisors first reported a position in VRSK in Q3 2023 and has held it in 7 quarters since. The position peaked at $341K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

Schechter Investment Advisors held 779 shares of Verisk Analytics worth $232K as of Q1 2025.
Schechter Investment Advisors sold 384 Verisk Analytics shares in Q1 2025, an estimated $111K.
Verisk Analytics made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #525 holding.
Schechter Investment Advisors first reported a position in Verisk Analytics in Q3 2023 and has held it in 7 quarters since.
Schechter Investment Advisors's Verisk Analytics position peaked at $341K in Q2 2024.
1,026 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.