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Concurrent Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Concurrent Investment 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
Q2 		$1.12M Buy
6,244
+2,249
+56% +$396K 0.01% 949
2026
Q1 		$758K Buy
3,995
+413
+12% +$83.8K 0.01% 1007
2025
Q4 		$801K Buy
3,582
+1,025
+40% +$231K 0.01% 930
2025
Q3 		$643K Sell
2,557
-26
-1% -$7.14K 0.01% 811
2025
Q2 		$805K Sell
2,583
-383
-13% -$116K 0.02% 670
2025
Q1 		$883K Buy
2,966
+1,591
+116% +$459K 0.02% 582
2024
Q4 		$379K Sell
1,375
-35
-2% -$9.74K 0.01% 755
2024
Q3 		$378K Buy
1,410
+130
+10% +$35.2K 0.01% 701
2024
Q2 		$345K Buy
1,280
+314
+33% +$76.8K 0.01% 695
2024
Q1 		$228K Buy
966
+110
+13% +$26.4K 0.01% 758
2023
Q4 		$204K Buy
+856
New +$203K 0.01% 765

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

Concurrent Investment Advisors's VRSK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Verisk Analytics (VRSK) stake by 56% in Q2 2026, buying an estimated $396K and bringing the position to 6,244 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #949.

Concurrent Investment Advisors first reported a position in VRSK in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Concurrent Investment Advisors held 6,244 shares of Verisk Analytics worth $1.12M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,249 Verisk Analytics shares in Q2 2026, an estimated $396K.
  • Verisk Analytics made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #949 holding.
  • Concurrent Investment Advisors first reported a position in Verisk Analytics in Q4 2023 and has held it in 11 quarters since.
  • 956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.