Diversify Advisory Services’s Verisk Analytics VRSK Stock Holding History

Diversify Advisory Services’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 Q3	$560K	Sell	2,990 -897	-23%	-$167K	0.01%	879
2026 Q2	$803K	Buy	+3,887	New	+$685K	0.01%	710
2026 Q1	–	Sell	-4,660	Closed	-$1.03M	–	848
2025 Q4	$1.03M	Sell	4,660 -357	-7%	-$80.6K	0.03%	396
2025 Q3	$1.08M	Sell	5,017 -1,550	-24%	-$425K	0.04%	349
2025 Q2	$1.71M	Buy	+6,567	New	+$1.99M	0.07%	213

Other funds holding VRSK

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Diversify Advisory Services's VRSK Position: Q3 2026 in Review

Diversify Advisory Services reduced its Verisk Analytics (VRSK) stake by 23% in Q3 2026, selling an estimated $167K and leaving 2,990 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #879.

Diversify Advisory Services first reported a position in VRSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.71M in Q2 2025. 154 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

Diversify Advisory Services held 2,990 shares of Verisk Analytics worth $560K as of Q3 2026.
Diversify Advisory Services sold 897 Verisk Analytics shares in Q3 2026, an estimated $167K.
Verisk Analytics made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #879 holding.
Diversify Advisory Services first reported a position in Verisk Analytics in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's Verisk Analytics position peaked at $1.71M in Q2 2025.
154 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.