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Winthrop Advisory Group’s Verisk Analytics VRSK Stock Holding History

Winthrop Advisory Group’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
-794
Closed -$247K – 198
2025
Q2 		$247K Hold
794
– – 0.02% 152
2025
Q1 		$236K Hold
794
– – 0.03% 134
2024
Q4 		$219K Hold
794
– – 0.03% 141
2024
Q3 		$213K Sell
794
-15
-2% -$4.06K 0.03% 140
2024
Q2 		$218K Buy
+809
New +$198K 0.03% 130
2024
Q1 		– Sell
-873
Closed -$209K – 147
2023
Q4 		$209K Sell
873
-18
-2% -$4.26K 0.03% 131
2023
Q3 		$211K Sell
891
-7
-0.8% -$1.65K 0.03% 119
2023
Q2 		$203K Buy
+898
New +$189K 0.03% 128

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

Winthrop Advisory Group's VRSK Position: Q3 2025 in Review

Winthrop Advisory Group sold out of Verisk Analytics (VRSK) in Q3 2025, closing a stake of 794 shares — an estimated $247K sold.

Winthrop Advisory Group first reported a position in VRSK in Q2 2023 and held it in 8 quarters. The position peaked at $247K in Q2 2025. 999 funds tracked by Wall St. Rank hold VRSK as of Q3 2025.

  • Winthrop Advisory Group reported no remaining Verisk Analytics position as of Q3 2025 after selling out during the quarter.
  • Winthrop Advisory Group sold 794 Verisk Analytics shares in Q3 2025, an estimated $247K.
  • Winthrop Advisory Group first reported a position in Verisk Analytics in Q2 2023 and held it in 8 quarters.
  • Winthrop Advisory Group's Verisk Analytics position peaked at $247K in Q2 2025.
  • 999 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2025.

Based on Winthrop Advisory Group's 13F filing for Q3 2025, filed 24 Oct 2025.