Group 1 - ClearBridge Investments reported a strong rebound in U.S. equities during Q2 2025, with the S&P 500 Index returning 10.9% and the Russell 3000 Index advancing 11.0% due to improved risk sentiment following a pause in tariff implementation [1] - The ClearBridge Select Strategy outperformed its benchmark in Q2 2025, attributed to effective portfolio construction across various companies and sectors with distinct growth drivers [1] Group 2 - Verisk Analytics, Inc. (NASDAQ:VRSK) was highlighted as a significant investment, with a one-month return of -8.17% and a 52-week loss of 6.12%, closing at $249.69 per share with a market capitalization of $34.885 billion on September 17, 2025 [2] - In Q2 2025, Verisk Analytics generated $773 million in revenue, marking a 7.8% increase from Q2 2024 [4] - ClearBridge initiated a position in Verisk Analytics, emphasizing its modern solutions as essential for major insurance companies, projecting high single-digit growth and improved margins and free cash flow [3]
What Makes Verisk Analytics (VRSK) a Must-Have For Major Insurance Companies?