EP Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

EP Wealth Advisors’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 Q1	$1.18M	Sell	6,193 -8,538	-58%	-$1.73M	0.01%	602
2025 Q4	$3.3M	Buy	+14,731	New	+$3.32M	0.02%	348
2025 Q2	$6.36M	Buy	+20,430	New	+$6.19M	0.04%	233
2024 Q2	–	Sell	-1,729	Closed	-$408K	–	892
2024 Q1	$408K	Buy	1,729 +29	+2%	+$6.97K	﹤0.01%	563
2023 Q4	$406K	Sell	1,700 -254	-13%	-$60.1K	0.01%	540
2023 Q3	$462K	Sell	1,954 -22,257	-92%	-$5.25M	0.01%	474
2023 Q2	$462K	Sell	24,211 -7,258	-23%	-$1.52M	0.01%	482
2023 Q1	$28.3K	Buy	31,469 +29,631	+1,612%	+$5.37M	﹤0.01%	614
2022 Q4	$324K	Buy	+1,838	New	+$323K	0.01%	458
2022 Q3	–	Sell	-5,984	Closed	-$1.04M	–	643
2022 Q2	$1.04M	Buy	5,984 +3,325	+125%	+$620K	0.02%	253
2022 Q1	$571K	Buy	2,659 +947	+55%	+$187K	0.01%	356
2021 Q4	$392K	Buy	1,712 +4	+0.2%	+$873	0.01%	408
2021 Q3	$342K	Buy	+1,708	New	+$331K	0.01%	408
2021 Q2	–	Sell	-1,703	Closed	-$301K	–	552
2021 Q1	$301K	Buy	+1,703	New	+$312K	0.01%	405

Other funds holding VRSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return