EWP
VRSK icon

Elevation Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Elevation Wealth Partners’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 		$13.9K Sell
83
-53
-39% -$9.89K ﹤0.01% 782
2026
Q2 		$24.4K Buy
136
+30
+28% +$5.28K 0.01% 520
2026
Q1 		$20.1K Sell
106
-107
-50% -$21.7K 0.01% 372
2025
Q4 		$47.6K Buy
+213
New +$48.1K 0.02% 246

Other funds holding VRSK

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Elevation Wealth Partners's VRSK Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Verisk Analytics (VRSK) stake by 39% in Q3 2026, selling an estimated $9.89K and leaving 83 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Elevation Wealth Partners first reported a position in VRSK in Q4 2025 and has held it in 4 quarters since. The position peaked at $47.6K in Q4 2025. 28 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

  • Elevation Wealth Partners held 83 shares of Verisk Analytics worth $13.9K as of Q3 2026.
  • Elevation Wealth Partners sold 53 Verisk Analytics shares in Q3 2026, an estimated $9.89K.
  • Verisk Analytics made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #782 holding.
  • Elevation Wealth Partners first reported a position in Verisk Analytics in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Verisk Analytics position peaked at $47.6K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.