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 Q2	–	Sell	-6,193	Closed	-$1.18M	–	1893
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 $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 $3.37T AUM 44.26% 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

EP Wealth Advisors's VRSK Position: Q2 2026 in Review

EP Wealth Advisors sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 6,193 shares — an estimated $1.18M sold.

EP Wealth Advisors first reported a position in VRSK in Q1 2021 and held it in 14 quarters. The position peaked at $6.36M in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

EP Wealth Advisors reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 6,193 Verisk Analytics shares in Q2 2026, an estimated $1.18M.
EP Wealth Advisors first reported a position in Verisk Analytics in Q1 2021 and held it in 14 quarters.
EP Wealth Advisors's Verisk Analytics position peaked at $6.36M in Q2 2025.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.