Dogwood Wealth Management’s Verisk Analytics VRSK Stock Holding History

Dogwood 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	$1.62K	Sell	9 -11	-55%	-$1.94K	﹤0.01%	700
2026 Q1	$3.79K	Buy	20 +8	+67%	+$1.62K	﹤0.01%	533
2025 Q4	$2.68K	Buy	+12	New	+$2.71K	﹤0.01%	519
2025 Q3	–	Sell	-10	Closed	-$2.75K	–	811
2025 Q2	$3.02K	Buy	10 +5	+100%	+$1.52K	﹤0.01%	518
2025 Q1	$1.49K	Buy	+5	New	+$1.44K	﹤0.01%	400
2024 Q3	–	Hold	0	–	–	–	342
2024 Q2	–	Hold	0	–	–	–	368
2024 Q1	–	Hold	0	–	–	–	406
2023 Q4	–	Hold	0	–	–	–	376

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Verisk Analytics (VRSK) stake by 55% in Q2 2026, selling an estimated $1.94K and leaving 9 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Dogwood Wealth Management first reported a position in VRSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.79K in Q1 2026. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Dogwood Wealth Management held 9 shares of Verisk Analytics worth $1.62K as of Q2 2026.
Dogwood Wealth Management sold 11 Verisk Analytics shares in Q2 2026, an estimated $1.94K.
Verisk Analytics made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #700 holding.
Dogwood Wealth Management first reported a position in Verisk Analytics in Q1 2025 and has held it in 5 quarters since.
Dogwood Wealth Management's Verisk Analytics position peaked at $3.79K in Q1 2026.
958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.