AWM
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Accurate Wealth Management’s Verisk Analytics VRSK Stock Holding History

Accurate 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
2026
Q2 		– Sell
-6,860
Closed -$1.13M – 611
2026
Q1 		$1.13M Sell
6,860
-2,473
-26% -$502K 0.14% 167
2025
Q4 		$2.1M Buy
9,333
+1,255
+16% +$283K 0.27% 90
2025
Q3 		$1.97M Buy
+8,078
New +$2.22M 0.26% 92
2023
Q1 		– Sell
-107
Closed -$19.6K – 1434
2022
Q4 		$19.6K Buy
+107
New +$18.8K 0.01% 688

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Accurate Wealth Management's VRSK Position: Q2 2026 in Review

Accurate Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 6,860 shares — an estimated $1.13M sold.

Accurate Wealth Management first reported a position in VRSK in Q4 2022 and held it in 4 quarters. The position peaked at $2.1M in Q4 2025. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Accurate Wealth Management reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 6,860 Verisk Analytics shares in Q2 2026, an estimated $1.13M.
  • Accurate Wealth Management first reported a position in Verisk Analytics in Q4 2022 and held it in 4 quarters.
  • Accurate Wealth Management's Verisk Analytics position peaked at $2.1M in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.