WCM
VRSK icon

WealthTrak Capital Management’s Verisk Analytics VRSK Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-28
Closed -$8.72K – 864
2025
Q2 		$8.72K Buy
28
+3
+12% +$910 0.01% 207
2025
Q1 		$7.44K Sell
25
-43
-63% -$12.4K 0.01% 195
2024
Q4 		$18.7K Buy
+68
New +$18.9K 0.02% 136

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrak Capital Management's VRSK Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 28 shares — an estimated $8.72K sold.

WealthTrak Capital Management first reported a position in VRSK in Q4 2024 and held it in 3 quarters. The position peaked at $18.7K in Q4 2024. 998 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 28 Verisk Analytics shares in Q3 2025, an estimated $8.72K.
  • WealthTrak Capital Management first reported a position in Verisk Analytics in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Verisk Analytics position peaked at $18.7K in Q4 2024.
  • 998 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.