SW
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Simplicity Wealth’s Verisk Analytics VRSK Stock Holding History

Simplicity Wealth’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 		– Sell
-929
Closed -$256K – 607
2024
Q4 		$256K Sell
929
-796
-46% -$222K 0.05% 258
2024
Q3 		$462K Sell
1,725
-3,711
-68% -$1M 0.04% 309
2024
Q2 		$1.47M Buy
5,436
+489
+10% +$120K 0.03% 422
2024
Q1 		$1.17M Buy
+4,947
New +$1.19M 0.03% 475

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
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

Simplicity Wealth's VRSK Position: Q1 2025 in Review

Simplicity Wealth sold out of Verisk Analytics (VRSK) in Q1 2025, closing a stake of 929 shares — an estimated $256K sold.

Simplicity Wealth first reported a position in VRSK in Q1 2024 and held it in 4 quarters. The position peaked at $1.47M in Q2 2024. 1,028 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

  • Simplicity Wealth reported no remaining Verisk Analytics position as of Q1 2025 after selling out during the quarter.
  • Simplicity Wealth sold 929 Verisk Analytics shares in Q1 2025, an estimated $256K.
  • Simplicity Wealth first reported a position in Verisk Analytics in Q1 2024 and held it in 4 quarters.
  • Simplicity Wealth's Verisk Analytics position peaked at $1.47M in Q2 2024.
  • 1,028 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.