CWM
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Circle Wealth Management’s Verisk Analytics VRSK Stock Holding History

Circle 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 		$996K Buy
5,547
+3,073
+124% +$541K 0.01% 153
2026
Q1 		$469K Buy
+2,474
New +$502K 0.01% 204
2022
Q2 		– Sell
-4,128
Closed -$913K – 180
2022
Q1 		$913K Buy
4,128
+2,199
+114% +$434K 0.12% 75
2021
Q4 		$441K Sell
1,929
-883
-31% -$193K 0.06% 135
2021
Q3 		$563K Hold
2,812
– – 0.08% 107
2021
Q2 		$491K Buy
2,812
+468
+20% +$83K 0.07% 127
2021
Q1 		$414K Sell
2,344
-157
-6% -$28.8K 0.07% 127
2020
Q4 		$519K Buy
2,501
+463
+23% +$90K 0.07% 139
2020
Q3 		$378K Buy
2,038
+664
+48% +$122K 0.06% 136
2020
Q2 		$234K Buy
+1,374
New +$217K 0.04% 176

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

Circle Wealth Management's VRSK Position: Q2 2026 in Review

Circle Wealth Management increased its Verisk Analytics (VRSK) stake by 124% in Q2 2026, buying an estimated $541K and bringing the position to 5,547 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #153.

Circle Wealth Management first reported a position in VRSK in Q2 2020 and has held it in 10 quarters since. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Circle Wealth Management held 5,547 shares of Verisk Analytics worth $996K as of Q2 2026.
  • Circle Wealth Management bought 3,073 Verisk Analytics shares in Q2 2026, an estimated $541K.
  • Verisk Analytics made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Circle Wealth Management first reported a position in Verisk Analytics in Q2 2020 and has held it in 10 quarters since.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.