AssetMark Inc
VRSK icon

AssetMark Inc’s Verisk Analytics VRSK Stock Holding History

AssetMark Inc’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 		$10.9M Sell
60,841
-11,025
-15% -$1.94M 0.02% 551
2026
Q1 		$13.6M Buy
71,866
+24,774
+53% +$5.03M 0.03% 432
2025
Q4 		$10.5M Buy
47,092
+37,617
+397% +$8.49M 0.02% 482
2025
Q3 		$2.38M Buy
9,475
+1,196
+14% +$328K 0.01% 771
2025
Q2 		$2.58M Buy
8,279
+1,388
+20% +$421K 0.01% 715
2025
Q1 		$2.05M Sell
6,891
-821
-11% -$237K 0.01% 716
2024
Q4 		$2.12M Buy
7,712
+982
+15% +$273K 0.01% 696
2024
Q3 		$1.8M Buy
6,730
+513
+8% +$139K 0.01% 671
2024
Q2 		$1.68M Buy
6,217
+458
+8% +$112K 0.01% 656
2024
Q1 		$1.36M Buy
5,759
+193
+3% +$46.4K ﹤0.01% 659
2023
Q4 		$1.33M Buy
5,566
+494
+10% +$117K ﹤0.01% 609
2023
Q3 		$1.2M Buy
5,072
+591
+13% +$139K ﹤0.01% 587
2023
Q2 		$1.01M Buy
4,481
+1,700
+61% +$357K ﹤0.01% 610
2023
Q1 		$534K Buy
2,781
+1,000
+56% +$181K ﹤0.01% 700
2022
Q4 		$314K Buy
1,781
+655
+58% +$115K ﹤0.01% 766
2022
Q3 		$192K Buy
1,126
+369
+49% +$69K ﹤0.01% 766
2022
Q2 		$131K Buy
757
+410
+118% +$76.5K ﹤0.01% 785
2022
Q1 		$74K Sell
347
-44
-11% -$8.68K ﹤0.01% 838
2021
Q4 		$89K Buy
391
+41
+12% +$8.95K ﹤0.01% 809
2021
Q3 		$70K Sell
350
-24,163
-99% -$4.68M ﹤0.01% 720
2021
Q2 		$4.28M Buy
24,513
+24,181
+7,283% +$4.29M 0.02% 276
2021
Q1 		$59K Buy
332
+4
+1% +$733 ﹤0.01% 707
2020
Q4 		$68K Buy
328
+15
+5% +$2.92K ﹤0.01% 663
2020
Q3 		$58K Hold
313
– – ﹤0.01% 651
2020
Q2 		$53K Sell
313
-5,698
-95% -$900K ﹤0.01% 646
2020
Q1 		$838K Buy
6,011
+4,985
+486% +$781K 0.01% 337
2019
Q4 		$153K Sell
1,026
-38,795
-97% -$5.75M ﹤0.01% 573
2019
Q3 		$6.3M Sell
39,821
-886
-2% -$137K 0.05% 232
2019
Q2 		$5.96M Buy
40,707
+50
+0.1% +$7.05K 0.05% 216
2019
Q1 		$5.41M Sell
40,657
-117
-0.3% -$14.2K 0.05% 212
2018
Q4 		$4.45M Buy
40,774
+891
+2% +$104K 0.04% 210
2018
Q3 		$4.81M Buy
39,883
+79
+0.2% +$9.19K 0.04% 225
2018
Q2 		$4.29M Buy
39,804
+131
+0.3% +$13.9K 0.04% 231
2018
Q1 		$4.13M Sell
39,673
-1,193
-3% -$119K 0.04% 224
2017
Q4 		$3.92M Buy
40,866
+482
+1% +$43.6K 0.04% 220
2017
Q3 		$3.36M Buy
40,384
+27
+0.1% +$2.24K 0.04% 229
2017
Q2 		$3.4M Buy
40,357
+18
+0% +$1.46K 0.04% 209
2017
Q1 		$3.27M Sell
40,339
-1
-0% -$82 0.04% 213
2016
Q4 		$3.27M Sell
40,340
-667
-2% -$54.7K 0.05% 192
2016
Q3 		$3.33M Sell
41,007
-15,261
-27% -$1.26M 0.05% 185
2016
Q2 		$4.56M Sell
56,268
-1,865
-3% -$146K 0.08% 165
2016
Q1 		$4.65M Buy
58,133
+56,663
+3,855% +$4.14M 0.08% 154
2015
Q4 		$113K Buy
1,470
+1,433
+3,873% +$109K ﹤0.01% 490
2015
Q3 		$3K Buy
+37
New +$2.76K ﹤0.01% 620

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

AssetMark Inc's VRSK Position: Q2 2026 in Review

AssetMark Inc reduced its Verisk Analytics (VRSK) stake by 15% in Q2 2026, selling an estimated $1.94M and leaving 60,841 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #551.

AssetMark Inc first reported a position in VRSK in Q3 2015 and has held it in 44 quarters since. The position peaked at $13.6M in Q1 2026. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • AssetMark Inc held 60,841 shares of Verisk Analytics worth $10.9M as of Q2 2026.
  • AssetMark Inc sold 11,025 Verisk Analytics shares in Q2 2026, an estimated $1.94M.
  • Verisk Analytics made up 0.02% of AssetMark Inc's portfolio in Q2 2026, its #551 holding.
  • AssetMark Inc first reported a position in Verisk Analytics in Q3 2015 and has held it in 44 quarters since.
  • AssetMark Inc's Verisk Analytics position peaked at $13.6M in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.