Evergreen Capital Management’s Verisk Analytics VRSK Stock Holding History

Evergreen Capital 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 Q2	$789K	Buy	4,394 +2,311	+111%	+$407K	0.01%	650
2026 Q1	$395K	Sell	2,083 -3,177	-60%	-$645K	0.01%	933
2025 Q4	$1.18M	Buy	5,260 +4,379	+497%	+$988K	0.03%	422
2025 Q3	$222K	Sell	881 -301	-25%	-$82.6K	0.01%	1169
2025 Q2	$368K	Buy	1,182 +96	+9%	+$29.1K	0.01%	707
2025 Q1	$323K	Buy	1,086 +120	+12%	+$34.6K	0.01%	703
2024 Q4	$266K	Buy	966 +94	+11%	+$26.2K	0.01%	803
2024 Q3	$234K	Sell	872 -18	-2%	-$4.87K	0.01%	850
2024 Q2	$240K	Buy	+890	New	+$218K	0.01%	759
2024 Q1	–	Sell	-854	Closed	-$204K	–	928
2023 Q4	$204K	Buy	+854	New	+$202K	0.01%	770

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

Evergreen Capital Management's VRSK Position: Q2 2026 in Review

Evergreen Capital Management increased its Verisk Analytics (VRSK) stake by 111% in Q2 2026, buying an estimated $407K and bringing the position to 4,394 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #650.

Evergreen Capital Management first reported a position in VRSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q4 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Evergreen Capital Management held 4,394 shares of Verisk Analytics worth $789K as of Q2 2026.
Evergreen Capital Management bought 2,311 Verisk Analytics shares in Q2 2026, an estimated $407K.
Verisk Analytics made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #650 holding.
Evergreen Capital Management first reported a position in Verisk Analytics in Q4 2023 and has held it in 10 quarters since.
Evergreen Capital Management's Verisk Analytics position peaked at $1.18M in Q4 2025.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.