Estate Planners Group’s Verisk Analytics VRSK Stock Holding History

Estate Planners Group’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	–	Sell	-59	Closed	-$13.3K	–	407
2025 Q4	$13.3K	Buy	+59	New	+$13.3K	0.01%	248

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Estate Planners Group's VRSK Position: Q1 2026 in Review

Estate Planners Group sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 59 shares — an estimated $13.3K sold.

Estate Planners Group first reported a position in VRSK in Q4 2025 and held it in 1 quarter. The position peaked at $13.3K in Q4 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

Estate Planners Group reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 59 Verisk Analytics shares in Q1 2026, an estimated $13.3K.
Estate Planners Group first reported a position in Verisk Analytics in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Verisk Analytics position peaked at $13.3K in Q4 2025.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.