CAG
VRSK icon

Crestwood Advisors Group’s Verisk Analytics VRSK Stock Holding History

Crestwood Advisors Group’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 		$432K Buy
2,408
+85
+4% +$15K 0.01% 544
2026
Q1 		$441K Buy
2,323
+275
+13% +$55.8K 0.01% 460
2025
Q4 		$458K Buy
2,048
+481
+31% +$109K 0.01% 418
2025
Q3 		$394K Buy
1,567
+143
+10% +$39.3K 0.01% 405
2025
Q2 		$443K Buy
1,424
+142
+11% +$43.1K 0.01% 369
2025
Q1 		$381K Buy
1,282
+523
+69% +$151K 0.01% 384
2024
Q4 		$209K Buy
+759
New +$211K ﹤0.01% 441

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

Crestwood Advisors Group's VRSK Position: Q2 2026 in Review

Crestwood Advisors Group increased its Verisk Analytics (VRSK) stake by 3.7% in Q2 2026, buying an estimated $15K and bringing the position to 2,408 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #544.

Crestwood Advisors Group first reported a position in VRSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $458K in Q4 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Crestwood Advisors Group held 2,408 shares of Verisk Analytics worth $432K as of Q2 2026.
  • Crestwood Advisors Group bought 85 Verisk Analytics shares in Q2 2026, an estimated $15K.
  • Verisk Analytics made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #544 holding.
  • Crestwood Advisors Group first reported a position in Verisk Analytics in Q4 2024 and has held it in 7 quarters since.
  • Crestwood Advisors Group's Verisk Analytics position peaked at $458K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.