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Crestmont Private Wealth’s Verisk Analytics VRSK Stock Holding History

Crestmont Private Wealth’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 		$573K Buy
3,189
+295
+10% +$52K 0.16% 50
2026
Q1 		$549K Buy
2,894
+619
+27% +$126K 0.17% 52
2025
Q4 		$509K Sell
2,275
-274
-11% -$61.8K 0.17% 52
2025
Q3 		$641K Buy
2,549
+304
+14% +$83.4K 0.21% 42
2025
Q2 		$699K Buy
2,245
+207
+10% +$62.8K 0.25% 29
2025
Q1 		$607K Buy
2,038
+321
+19% +$92.5K 0.26% 32
2024
Q4 		$473K Buy
1,717
+61
+4% +$17K 0.21% 36
2024
Q3 		$444K Buy
1,656
+98
+6% +$26.5K 0.19% 39
2024
Q2 		$420K Sell
1,558
-40
-3% -$9.79K 0.2% 34
2024
Q1 		$377K Buy
1,598
+218
+16% +$52.4K 0.19% 41
2023
Q4 		$330K Sell
1,380
-27
-2% -$6.39K 0.17% 33
2023
Q3 		$332K Sell
1,407
-371
-21% -$87.4K 0.2% 25
2023
Q2 		$402K Buy
1,778
+174
+11% +$36.5K 0.24% 27
2023
Q1 		$308K Buy
1,604
+228
+17% +$41.3K 0.2% 32
2022
Q4 		$243K Buy
+1,376
New +$242K 0.17% 41

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

Crestmont Private Wealth's VRSK Position: Q2 2026 in Review

Crestmont Private Wealth increased its Verisk Analytics (VRSK) stake by 10% in Q2 2026, buying an estimated $52K and bringing the position to 3,189 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #50.

Crestmont Private Wealth first reported a position in VRSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $699K in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Crestmont Private Wealth held 3,189 shares of Verisk Analytics worth $573K as of Q2 2026.
  • Crestmont Private Wealth bought 295 Verisk Analytics shares in Q2 2026, an estimated $52K.
  • Verisk Analytics made up 0.16% of Crestmont Private Wealth's portfolio in Q2 2026, its #50 holding.
  • Crestmont Private Wealth first reported a position in Verisk Analytics in Q4 2022 and has held it in 15 quarters since.
  • Crestmont Private Wealth's Verisk Analytics position peaked at $699K in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.