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Venturi Wealth Management’s Verisk Analytics VRSK Stock Holding History

Venturi Wealth Management’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
-145
Closed -$39.9K – 1813
2024
Q4 		$39.9K Buy
145
+7
+5% +$1.95K ﹤0.01% 1092
2024
Q3 		$37K Sell
138
-28
-17% -$7.58K ﹤0.01% 850
2024
Q2 		$44.7K Buy
166
+56
+51% +$13.7K ﹤0.01% 700
2024
Q1 		$25.9K Sell
110
-22
-17% -$5.28K ﹤0.01% 661
2023
Q4 		$31.5K Buy
132
+31
+31% +$7.34K ﹤0.01% 591
2023
Q3 		$23.9K Sell
101
-1
-1% -$236 ﹤0.01% 580
2023
Q2 		$23.1K Sell
102
-8
-7% -$1.68K ﹤0.01% 527
2023
Q1 		$21.1K Buy
+110
New +$19.9K ﹤0.01% 587
2021
Q3 		– Sell
-274
Closed -$48K – 337
2021
Q2 		$48K Sell
274
-1,290
-82% -$229K ﹤0.01% 303
2021
Q1 		$276K Buy
1,564
+82
+6% +$15K 0.03% 271
2020
Q4 		$308K Sell
1,482
-363
-20% -$70.6K 0.03% 251
2020
Q3 		$342K Buy
+1,845
New +$338K 0.04% 226

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 $3.38T AUM 44.17% 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

Venturi Wealth Management's VRSK Position: Q1 2025 in Review

Venturi Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2025, closing a stake of 145 shares — an estimated $39.9K sold.

Venturi Wealth Management first reported a position in VRSK in Q3 2020 and held it in 12 quarters. The position peaked at $342K in Q3 2020. 1,028 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

  • Venturi Wealth Management reported no remaining Verisk Analytics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 145 Verisk Analytics shares in Q1 2025, an estimated $39.9K.
  • Venturi Wealth Management first reported a position in Verisk Analytics in Q3 2020 and held it in 12 quarters.
  • Venturi Wealth Management's Verisk Analytics position peaked at $342K in Q3 2020.
  • 1,028 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.