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Carolina Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Carolina Wealth 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
-4,690
Closed -$1.05M – 336
2025
Q4 		$1.05M Buy
4,690
+38
+0.8% +$8.58K 0.47% 43
2025
Q3 		$1.17M Buy
4,652
+503
+12% +$138K 0.51% 42
2025
Q2 		$1.29M Buy
4,149
+1,016
+32% +$308K 0.64% 29
2025
Q1 		$932K Buy
3,133
+2,323
+287% +$669K 0.5% 31
2024
Q4 		$223K Buy
810
+622
+331% +$173K 0.12% 57
2024
Q3 		$50.4K Buy
+188
New +$50.9K 0.03% 109

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

Carolina Wealth Advisors's VRSK Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 4,690 shares — an estimated $1.05M sold.

Carolina Wealth Advisors first reported a position in VRSK in Q3 2024 and held it in 6 quarters. The position peaked at $1.29M in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 4,690 Verisk Analytics shares in Q1 2026, an estimated $1.05M.
  • Carolina Wealth Advisors first reported a position in Verisk Analytics in Q3 2024 and held it in 6 quarters.
  • Carolina Wealth Advisors's Verisk Analytics position peaked at $1.29M in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.