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Evergreen Private Wealth’s Verisk Analytics VRSK Stock Holding History

Evergreen Private Wealth’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 		$5.02M Buy
27,943
+42
+0.2% +$7.4K 1.86% 22
2026
Q1 		$5.33M Buy
+27,901
New +$5.66M 2.16% 22
2025
Q4 		– Sell
-39
Closed -$9.81K – 225
2025
Q3 		$9.81K Hold
39
– – ﹤0.01% 159
2025
Q2 		$12.1K Hold
39
– – 0.01% 152
2025
Q1 		$11.6K Hold
39
– – 0.01% 149
2024
Q4 		$10.7K Hold
39
– – 0.01% 159
2024
Q3 		$10.4K Hold
39
– – ﹤0.01% 158
2024
Q2 		$10.5K Hold
39
– – 0.01% 165
2024
Q1 		$9.19K Hold
39
– – ﹤0.01% 170
2023
Q4 		$9.32K Buy
+39
New +$9.23K 0.01% 172

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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

Evergreen Private Wealth's VRSK Position: Q2 2026 in Review

Evergreen Private Wealth increased its Verisk Analytics (VRSK) stake by 0.15% in Q2 2026, buying an estimated $7.4K and bringing the position to 27,943 shares worth $5.02M. The position accounts for 1.86% of the portfolio, ranked #22.

Evergreen Private Wealth first reported a position in VRSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.33M in Q1 2026. 952 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Evergreen Private Wealth held 27,943 shares of Verisk Analytics worth $5.02M as of Q2 2026.
  • Evergreen Private Wealth bought 42 Verisk Analytics shares in Q2 2026, an estimated $7.4K.
  • Verisk Analytics made up 1.86% of Evergreen Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Evergreen Private Wealth first reported a position in Verisk Analytics in Q4 2023 and has held it in 10 quarters since.
  • Evergreen Private Wealth's Verisk Analytics position peaked at $5.33M in Q1 2026.
  • 952 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

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