AP
VRSK icon

Appleton Partners’s Verisk Analytics VRSK Stock Holding History

Appleton Partners’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 		$7.7M Sell
42,860
-2,313
-5% -$407K 0.47% 61
2026
Q1 		$8.57M Sell
45,173
-2,049
-4% -$416K 0.6% 58
2025
Q4 		$10.6M Buy
47,222
+4,084
+9% +$922K 0.7% 45
2025
Q3 		$10.8M Buy
43,138
+414
+1% +$114K 0.73% 46
2025
Q2 		$13.3M Sell
42,724
-1,413
-3% -$428K 0.94% 32
2025
Q1 		$13.1M Sell
44,137
-44
-0.1% -$12.7K 1.02% 32
2024
Q4 		$12.2M Buy
44,181
+261
+0.6% +$72.6K 0.9% 35
2024
Q3 		$11.8M Buy
43,920
+90
+0.2% +$24.4K 0.87% 38
2024
Q2 		$11.8M Buy
43,830
+1,093
+3% +$267K 0.91% 34
2024
Q1 		$10.1M Buy
42,737
+985
+2% +$237K 0.78% 42
2023
Q4 		$9.97M Buy
41,752
+19,374
+87% +$4.59M 0.8% 36
2023
Q3 		$5.29M Buy
22,378
+714
+3% +$168K 0.47% 68
2023
Q2 		$4.9M Buy
+21,664
New +$4.55M 0.41% 71

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

Appleton Partners's VRSK Position: Q2 2026 in Review

Appleton Partners reduced its Verisk Analytics (VRSK) stake by 5.1% in Q2 2026, selling an estimated $407K and leaving 42,860 shares worth $7.7M. The position accounts for 0.47% of the portfolio, ranked #61.

Appleton Partners first reported a position in VRSK in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.3M in Q2 2025. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Appleton Partners held 42,860 shares of Verisk Analytics worth $7.7M as of Q2 2026.
  • Appleton Partners sold 2,313 Verisk Analytics shares in Q2 2026, an estimated $407K.
  • Verisk Analytics made up 0.47% of Appleton Partners's portfolio in Q2 2026, its #61 holding.
  • Appleton Partners first reported a position in Verisk Analytics in Q2 2023 and has held it in 13 quarters since.
  • Appleton Partners's Verisk Analytics position peaked at $13.3M in Q2 2025.
  • 956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.