DWM
VRSK icon

Diversify Wealth Management’s Verisk Analytics VRSK Stock Holding History

Diversify 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 		$803K Sell
3,887
-2,749
-41% -$484K 0.01% 710
2026
Q1 		$1.25M Buy
6,636
+5,146
+345% +$1.04M 0.02% 528
2025
Q4 		$331K Buy
1,490
+13
+0.9% +$2.93K 0.02% 516
2025
Q3 		$318K Sell
1,477
-17
-1% -$4.67K 0.02% 447
2025
Q2 		$388K Sell
1,494
-51
-3% -$15.5K 0.02% 414
2025
Q1 		$452K Buy
+1,545
New +$445K 0.03% 369

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management reduced its Verisk Analytics (VRSK) stake by 41% in Q2 2026, selling an estimated $484K and leaving 3,887 shares worth $803K. The position accounts for 0.01% of the portfolio, ranked #710.

Diversify Wealth Management first reported a position in VRSK in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Diversify Wealth Management held 3,887 shares of Verisk Analytics worth $803K as of Q2 2026.
  • Diversify Wealth Management sold 2,749 Verisk Analytics shares in Q2 2026, an estimated $484K.
  • Verisk Analytics made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #710 holding.
  • Diversify Wealth Management first reported a position in Verisk Analytics in Q1 2025 and has held it in 6 quarters since.
  • Diversify Wealth Management's Verisk Analytics position peaked at $1.25M in Q1 2026.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.