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Valeo Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Valeo 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
2026
Q1 		– Sell
-977
Closed -$219K – 894
2025
Q4 		$219K Buy
977
+167
+21% +$37.7K ﹤0.01% 728
2025
Q3 		$204K Sell
810
-142
-15% -$39K ﹤0.01% 753
2025
Q2 		$296K Buy
952
+238
+33% +$72.2K 0.01% 581
2025
Q1 		$213K Sell
714
-83
-10% -$23.9K 0.01% 627
2024
Q4 		$220K Buy
797
+3
+0.4% +$835 0.01% 640
2024
Q3 		$213K Sell
794
-23
-3% -$6.23K 0.01% 637
2024
Q2 		$220K Buy
+817
New +$200K 0.01% 588
2024
Q1 		– Sell
-920
Closed -$220K – 714
2023
Q4 		$220K Buy
920
+66
+8% +$15.6K 0.01% 572
2023
Q3 		$202K Buy
+854
New +$201K 0.01% 567
2023
Q1 		– Sell
-1,170
Closed -$206K – 680
2022
Q4 		$206K Buy
+1,170
New +$206K 0.01% 479
2021
Q2 		– Sell
-111
Closed -$20K – 1796
2021
Q1 		$20K Sell
111
-45
-29% -$8.24K ﹤0.01% 1164
2020
Q4 		$32K Buy
156
+56
+56% +$10.9K ﹤0.01% 918
2020
Q3 		$19K Sell
100
-89
-47% -$16.3K ﹤0.01% 933
2020
Q2 		$32K Buy
189
+15
+9% +$2.37K ﹤0.01% 894
2020
Q1 		$26K Sell
174
-369
-68% -$57.8K ﹤0.01% 819
2019
Q4 		$81K Sell
543
-112
-17% -$16.6K 0.01% 510
2019
Q3 		$104K Hold
655
– – 0.01% 425
2019
Q2 		$96K Sell
655
-4
-0.6% -$564 0.01% 445
2019
Q1 		$88K Buy
659
+379
+135% +$46.1K 0.01% 436
2018
Q4 		$31K Sell
280
-33
-11% -$3.86K ﹤0.01% 605
2018
Q3 		$37K Buy
313
+100
+47% +$11.6K 0.01% 612
2018
Q2 		$25K Sell
213
-33
-13% -$3.51K ﹤0.01% 704
2018
Q1 		$26K Buy
246
+1
+0.4% +$100 ﹤0.01% 649
2017
Q4 		$24K Buy
245
+16
+7% +$1.45K ﹤0.01% 631
2017
Q3 		$19K Buy
+229
New +$19K ﹤0.01% 570

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's VRSK Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 977 shares — an estimated $219K sold.

Valeo Financial Advisors first reported a position in VRSK in Q3 2017 and held it in 25 quarters. The position peaked at $296K in Q2 2025. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 977 Verisk Analytics shares in Q1 2026, an estimated $219K.
  • Valeo Financial Advisors first reported a position in Verisk Analytics in Q3 2017 and held it in 25 quarters.
  • Valeo Financial Advisors's Verisk Analytics position peaked at $296K in Q2 2025.
  • 959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.