Avalon Trust’s Verisk Analytics VRSK Stock Holding History

Avalon Trust’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	$467K	Hold	2,600	–	–	0.03%	104
2026 Q1	$493K	Buy	2,600 +9	+0.3%	+$1.83K	0.03%	91
2025 Q4	$580K	Sell	2,591 -2	-0.1%	-$451	0.04%	80
2025 Q3	$652K	Buy	2,593 +602	+30%	+$165K	0.04%	84
2025 Q2	$620K	Hold	1,991	–	–	0.05%	82
2025 Q1	$593K	Hold	1,991	–	–	0.05%	88
2024 Q4	$548K	Hold	1,991	–	–	0.04%	89
2024 Q3	$534K	Hold	1,991	–	–	0.04%	87
2024 Q2	$537K	Hold	1,991	–	–	0.04%	86
2024 Q1	$469K	Hold	1,991	–	–	0.04%	94
2023 Q4	$476K	Hold	1,991	–	–	0.04%	85
2023 Q3	$470K	Hold	1,991	–	–	0.05%	83
2023 Q2	$450K	Sell	1,991 -50	-2%	-$10.5K	0.04%	88
2023 Q1	$392K	Buy	+2,041	New	+$370K	0.04%	92

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avalon Trust's VRSK Position: Q2 2026 in Review

Avalon Trust held its Verisk Analytics (VRSK) position steady in Q2 2026 at 2,600 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #104.

Avalon Trust first reported a position in VRSK in Q1 2023 and has held it in 14 quarters since. The position peaked at $652K in Q3 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Avalon Trust held 2,600 shares of Verisk Analytics worth $467K as of Q2 2026.
Avalon Trust left its Verisk Analytics share count unchanged in Q2 2026.
Verisk Analytics made up 0.03% of Avalon Trust's portfolio in Q2 2026, its #104 holding.
Avalon Trust first reported a position in Verisk Analytics in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's Verisk Analytics position peaked at $652K in Q3 2025.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.