CCWM
VRSK icon

Cassaday & Co Wealth Management’s Verisk Analytics VRSK Stock Holding History

Cassaday & Co Wealth Management’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
-15
Closed -$2.85K – 1433
2026
Q1 		$2.85K Buy
+15
New +$3.04K ﹤0.01% 1038

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

Cassaday & Co Wealth Management's VRSK Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 15 shares — an estimated $2.85K sold.

Cassaday & Co Wealth Management first reported a position in VRSK in Q1 2026 and held it in 1 quarter. The position peaked at $2.85K in Q1 2026. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 15 Verisk Analytics shares in Q2 2026, an estimated $2.85K.
  • Cassaday & Co Wealth Management first reported a position in Verisk Analytics in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Verisk Analytics position peaked at $2.85K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.