CPL
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Capital & Planning LLC’s Verisk Analytics VRSK Stock Holding History

Capital & Planning LLC’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 		– Sell
-60
Closed -$11.4K – 161
2026
Q1 		$11.4K Buy
+60
New +$12.2K 0.01% 96
2025
Q1 		– Sell
-60
Closed -$16.5K – 180
2024
Q4 		$16.5K Buy
+60
New +$16.7K 0.01% 78

Other funds holding VRSK

BlackRock
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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 $3.38T AUM 44.17% 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

Capital & Planning LLC's VRSK Position: Q2 2026 in Review

Capital & Planning LLC sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 60 shares — an estimated $11.4K sold.

Capital & Planning LLC first reported a position in VRSK in Q4 2024 and held it in 2 quarters. The position peaked at $16.5K in Q4 2024. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Capital & Planning LLC reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 60 Verisk Analytics shares in Q2 2026, an estimated $11.4K.
  • Capital & Planning LLC first reported a position in Verisk Analytics in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Verisk Analytics position peaked at $16.5K in Q4 2024.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.