Financial Gravity Asset Management, Inc. VRSK VERISK ANALYTICS INC COM

Ownership history in Financial Gravity Asset Management, Inc.  ·  23 quarters on record

AI Ownership Summary

Financial Gravity Asset Management, Inc. reported VERISK ANALYTICS INC COM (VRSK) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows VRSK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Asset Management, Inc.'s position in VERISK ANALYTICS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VRSK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Asset Management, Inc. held VRSK — position size vs. price
% of Fund (quarterly)    VRSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 100.0% -10.5% -10 -100.0% 0.00% $5 2025-11-14 $214.85
2024 Q1 ADDED 10 +3 +42.9% 0.00% $2K 2024-05-13 $243.01
2023 Q4 UNCHANGED 7 0% 0.00% $2K 2024-02-15 $242.91
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Gravity Asset Management, Inc. and VRSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Asset Management, Inc. reported owning VRSK?

Financial Gravity Asset Management, Inc. reported VRSK across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VRSK position in Financial Gravity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for VRSK was 0.00% in 2024 Q1.

What is the latest reported VRSK position on this page?

The latest section of the table and chart shows the most recent reported VRSK position for Financial Gravity Asset Management, Inc..

What does the chart on this VRSK ownership page compare?

The chart compares Financial Gravity Asset Management, Inc.'s quarterly VRSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Gravity Asset Management, Inc. time their VRSK position?

Based on 13F filing dates vs. subsequent VRSK price moves, Financial Gravity Asset Management, Inc. correctly timed 11 out of 21 reported position changes (52%). The annualised alpha on VRSK relative to SPY over the holding period was +5.4%.

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