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

AE 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 		$50.8M Buy
283,022
+127,885
+82% +$22.5M 0.24% 101
2026
Q1 		$29.4M Buy
+155,137
New +$31.5M 0.16% 145
2025
Q2 		– Sell
-2,550
Closed -$759K – 2269
2025
Q1 		$759K Sell
2,550
-93
-4% -$26.8K 0.01% 790
2024
Q4 		$728K Sell
2,643
-173
-6% -$48.1K 0.01% 784
2024
Q3 		$755K Sell
2,816
-24
-0.8% -$6.5K 0.01% 771
2024
Q2 		$765K Sell
2,840
-86
-3% -$21K 0.01% 774
2024
Q1 		$690K Sell
2,926
-9,257
-76% -$2.22M 0.01% 749
2023
Q4 		$2.97M Sell
12,183
-5,753
-32% -$1.36M 0.02% 768
2023
Q3 		$4.24M Buy
17,936
+1,333
+8% +$314K 0.03% 593
2023
Q2 		$3.75M Buy
16,603
+655
+4% +$138K 0.02% 626
2023
Q1 		$3.06M Buy
15,948
+1,188
+8% +$215K 0.02% 658
2022
Q4 		$2.6M Sell
14,760
-62
-0.4% -$10.9K 0.02% 652
2022
Q3 		$2.53M Sell
14,822
-2,761
-16% -$516K 0.02% 626
2022
Q2 		$3.04M Sell
17,583
-1,467
-8% -$274K 0.02% 535
2022
Q1 		$4.09M Sell
19,050
-465
-2% -$91.7K 0.03% 500
2021
Q4 		$4.46M Buy
19,515
+484
+3% +$106K 0.03% 446
2021
Q3 		$3.81M Buy
19,031
+1,421
+8% +$275K 0.03% 443
2021
Q2 		$3.08M Buy
17,610
+1,764
+11% +$313K 0.03% 500
2021
Q1 		$2.8M Sell
15,846
-18,188
-53% -$3.33M 0.03% 474
2020
Q4 		$7.07M Buy
34,034
+3,980
+13% +$774K 0.08% 226
2020
Q3 		$5.57M Buy
30,054
+4,072
+16% +$745K 0.08% 216
2020
Q2 		$4.42M Buy
25,982
+9,146
+54% +$1.45M 0.07% 238
2020
Q1 		$2.35M Buy
16,836
+719
+4% +$113K 0.05% 273
2019
Q4 		$2.41M Buy
16,117
+3,631
+29% +$538K 0.05% 303
2019
Q3 		$1.98M Sell
12,486
-1,126
-8% -$175K 0.06% 278
2019
Q2 		$1.99M Buy
13,612
+7,522
+124% +$1.06M 0.06% 242
2019
Q1 		$810K Buy
6,090
+757
+14% +$92.1K 0.06% 244
2018
Q4 		$582K Buy
+5,333
New +$623K 0.1% 222

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

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

AE Wealth Management increased its Verisk Analytics (VRSK) stake by 82% in Q2 2026, buying an estimated $22.5M and bringing the position to 283,022 shares worth $50.8M. The position accounts for 0.24% of the portfolio, ranked #101.

AE Wealth Management first reported a position in VRSK in Q4 2018 and has held it in 28 quarters since. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • AE Wealth Management held 283,022 shares of Verisk Analytics worth $50.8M as of Q2 2026.
  • AE Wealth Management bought 127,885 Verisk Analytics shares in Q2 2026, an estimated $22.5M.
  • Verisk Analytics made up 0.24% of AE Wealth Management's portfolio in Q2 2026, its #101 holding.
  • AE Wealth Management first reported a position in Verisk Analytics in Q4 2018 and has held it in 28 quarters since.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.