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Capital Performance Advisors’s Verisk Analytics VRSK Stock Holding History

Capital Performance Advisors’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
Q1 		– Sell
-1,272
Closed -$284K – 518
2025
Q4 		$284K Buy
+1,272
New +$287K 0.02% 323
2024
Q4 		– Sell
-18
Closed -$4.82K – 2632
2024
Q3 		$4.82K Buy
+18
New +$4.87K ﹤0.01% 1126

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Capital Performance Advisors's VRSK Position: Q1 2026 in Review

Capital Performance Advisors sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,272 shares — an estimated $284K sold.

Capital Performance Advisors first reported a position in VRSK in Q3 2024 and held it in 2 quarters. The position peaked at $284K in Q4 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Capital Performance Advisors reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,272 Verisk Analytics shares in Q1 2026, an estimated $284K.
  • Capital Performance Advisors first reported a position in Verisk Analytics in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Verisk Analytics position peaked at $284K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.