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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 – 186
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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Values First Advisors's VRSK Position: Q3 2025 in Review

Values First Advisors sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 813 shares — an estimated $253K sold.

Values First Advisors first reported a position in VRSK in Q2 2020 and held it in 15 quarters. The position peaked at $838K in Q4 2021. 999 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Values First Advisors reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Values First Advisors sold 813 Verisk Analytics shares in Q3 2025, an estimated $253K.
  • Values First Advisors first reported a position in Verisk Analytics in Q2 2020 and held it in 15 quarters.
  • Values First Advisors's Verisk Analytics position peaked at $838K in Q4 2021.
  • 999 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Values First Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.