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Evelyn Partners Asset Management’s Verisk Analytics VRSK Stock Holding History

Evelyn Partners Asset 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
Q1 		$4.36K Hold
23
– – ﹤0.01% 283
2025
Q4 		$5.14K Hold
23
– – ﹤0.01% 259
2025
Q3 		$5.79K Sell
23
-360
-94% -$98.8K ﹤0.01% 254
2025
Q2 		$119K Hold
383
– – 0.03% 111
2025
Q1 		$114K Hold
383
– – 0.03% 113
2024
Q4 		$105K Buy
+383
New +$107K 0.03% 112

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AllianceBernstein
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evelyn Partners Asset Management's VRSK Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Verisk Analytics (VRSK) position steady in Q1 2026 at 23 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Evelyn Partners Asset Management first reported a position in VRSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $119K in Q2 2025. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Evelyn Partners Asset Management held 23 shares of Verisk Analytics worth $4.36K as of Q1 2026.
  • Evelyn Partners Asset Management left its Verisk Analytics share count unchanged in Q1 2026.
  • Verisk Analytics made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #283 holding.
  • Evelyn Partners Asset Management first reported a position in Verisk Analytics in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Verisk Analytics position peaked at $119K in Q2 2025.
  • 959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.