SOA Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

SOA 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 Q2	–	Sell	-13	Closed	-$3.87K	–	938
2025 Q1	$3.87K	Hold	13	–	–	﹤0.01%	655
2024 Q4	$3.58K	Hold	13	–	–	﹤0.01%	639
2024 Q3	$3.48K	Hold	13	–	–	﹤0.01%	632
2024 Q2	$3.5K	Sell	13 -2	-13%	-$489	﹤0.01%	633
2024 Q1	$3.54K	Hold	15	–	–	﹤0.01%	646
2023 Q4	$3.58K	Hold	15	–	–	﹤0.01%	637
2023 Q3	$3.54K	Hold	15	–	–	﹤0.01%	655
2023 Q2	$3.39K	Hold	15	–	–	﹤0.01%	666
2023 Q1	$2.88K	Hold	15	–	–	﹤0.01%	687
2022 Q4	$2.65K	Hold	15	–	–	﹤0.01%	705
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	735
2022 Q2	$2K	Sell	15 -64	-81%	-$11.9K	﹤0.01%	723
2022 Q1	$16K	Hold	79	–	–	﹤0.01%	508
2021 Q4	$18K	Hold	79	–	–	﹤0.01%	464
2021 Q3	$15K	Hold	79	–	–	﹤0.01%	511
2021 Q2	$13K	Buy	79 +29	+58%	+$5.14K	﹤0.01%	537
2021 Q1	$8K	Buy	50 +8	+19%	+$1.47K	﹤0.01%	560
2020 Q4	$8K	Buy	+42	New	+$8.16K	﹤0.01%	555

Other funds holding VRSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SOA Wealth Advisors's VRSK Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Verisk Analytics (VRSK) in Q2 2025, closing a stake of 13 shares — an estimated $3.87K sold.

SOA Wealth Advisors first reported a position in VRSK in Q4 2020 and held it in 18 quarters. The position peaked at $18K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold VRSK as of Q2 2025.

SOA Wealth Advisors reported no remaining Verisk Analytics position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 13 Verisk Analytics shares in Q2 2025, an estimated $3.87K.
SOA Wealth Advisors first reported a position in Verisk Analytics in Q4 2020 and held it in 18 quarters.
SOA Wealth Advisors's Verisk Analytics position peaked at $18K in Q4 2021.
1,056 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.