Center for Financial Planning’s Verisk Analytics VRSK Stock Holding History

Center for Financial Planning’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	$6.82K	Hold	38	–	–	﹤0.01%	527
2026 Q1	$7.21K	Hold	38	–	–	﹤0.01%	521
2025 Q4	$8.5K	Hold	38	–	–	﹤0.01%	513
2025 Q3	$9.56K	Hold	38	–	–	﹤0.01%	494
2025 Q2	$11.8K	Hold	38	–	–	﹤0.01%	452
2025 Q1	$11.3K	Hold	38	–	–	﹤0.01%	462
2024 Q4	$10.5K	Hold	38	–	–	﹤0.01%	415
2024 Q3	$10.2K	Hold	38	–	–	﹤0.01%	397
2024 Q2	$10.2K	Hold	38	–	–	﹤0.01%	393
2024 Q1	$8.96K	Hold	38	–	–	﹤0.01%	418
2023 Q4	$9.08K	Hold	38	–	–	﹤0.01%	376
2023 Q3	$8.98K	Hold	38	–	–	﹤0.01%	369
2023 Q2	$8.59K	Hold	38	–	–	﹤0.01%	396
2023 Q1	$7.29K	Hold	38	–	–	﹤0.01%	393
2022 Q4	$6.7K	Hold	38	–	–	﹤0.01%	393
2022 Q3	$6K	Hold	38	–	–	﹤0.01%	413
2022 Q2	$7K	Hold	38	–	–	﹤0.01%	405
2022 Q1	$8K	Hold	38	–	–	﹤0.01%	399
2021 Q4	$9K	Hold	38	–	–	﹤0.01%	398
2021 Q3	$8K	Hold	38	–	–	﹤0.01%	384
2021 Q2	$7K	Hold	38	–	–	﹤0.01%	401
2021 Q1	$7K	Hold	38	–	–	﹤0.01%	427
2020 Q4	$8K	Hold	38	–	–	﹤0.01%	369
2020 Q3	$7K	Hold	38	–	–	﹤0.01%	341
2020 Q2	$6K	Sell	38 -25	-40%	-$3.95K	﹤0.01%	353
2020 Q1	$9K	Buy	63 +25	+66%	+$3.92K	﹤0.01%	354
2019 Q4	$6K	Buy	+38	New	+$5.63K	﹤0.01%	357

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 $3.38T AUM 44.17% 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

Center for Financial Planning's VRSK Position: Q2 2026 in Review

Center for Financial Planning held its Verisk Analytics (VRSK) position steady in Q2 2026 at 38 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Center for Financial Planning first reported a position in VRSK in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.8K in Q2 2025. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Center for Financial Planning held 38 shares of Verisk Analytics worth $6.82K as of Q2 2026.
Center for Financial Planning left its Verisk Analytics share count unchanged in Q2 2026.
Verisk Analytics made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #527 holding.
Center for Financial Planning first reported a position in Verisk Analytics in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Verisk Analytics position peaked at $11.8K in Q2 2025.
958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.