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Values First Advisors’s
Verisk Analytics
VRSK
Stock Holding History
Values First 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
Q3
–
Sell
-813
Closed
-$253K
–
187
2025
Q2
$253K
Buy
+813
New
+$246K
0.14%
151
2024
Q4
–
Sell
-508
Closed
-$136K
–
297
2024
Q3
$136K
Buy
+508
New
+$138K
0.07%
168
2023
Q3
–
Sell
-2,832
Closed
-$640K
–
177
2023
Q2
$640K
Sell
2,832
-241
-8%
-$50.6K
0.39%
80
2023
Q1
$590K
Buy
3,073
+104
+4%
+$18.8K
0.38%
76
2022
Q4
$524K
Buy
2,969
+34
+1%
+$5.97K
0.37%
75
2022
Q3
$500K
Buy
2,935
+55
+2%
+$10.3K
0.36%
84
2022
Q2
$499K
Sell
2,880
-770
-21%
-$144K
0.35%
86
2022
Q1
$783K
Sell
3,650
-14
-0.4%
-$2.76K
0.49%
61
2021
Q4
$838K
Buy
3,664
+222
+6%
+$48.4K
0.5%
67
2021
Q3
$689K
Buy
3,442
+111
+3%
+$21.5K
0.45%
72
2021
Q2
$582K
Buy
3,331
+254
+8%
+$45.1K
0.39%
92
2021
Q1
$544K
Buy
3,077
+369
+14%
+$67.6K
0.4%
86
2020
Q4
$562K
Buy
2,708
+352
+15%
+$68.4K
0.45%
80
2020
Q3
$437K
Buy
2,356
+364
+18%
+$66.6K
0.4%
87
2020
Q2
$339K
Buy
+1,992
New
+$315K
0.34%
98
Other funds holding VRSK
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
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
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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