Evermay Wealth Management’s Verisk Analytics VRSK Stock Holding History

Evermay Wealth 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	$176K	Hold	930	–	–	0.02%	204
2025 Q4	$208K	Hold	930	–	–	0.02%	198
2025 Q3	$234K	Hold	930	–	–	0.03%	182
2025 Q2	$290K	Hold	930	–	–	0.04%	171
2025 Q1	$277K	Hold	930	–	–	0.04%	165
2024 Q4	$256K	Sell	930 -65	-7%	-$18.1K	0.04%	172
2024 Q3	$267K	Hold	995	–	–	0.04%	169
2024 Q2	$268K	Hold	995	–	–	0.04%	170
2024 Q1	$235K	Sell	995 -82	-8%	-$19.7K	0.04%	182
2023 Q4	$257K	Buy	1,077 +2	+0.2%	+$473	0.05%	157
2023 Q3	$254K	Hold	1,075	–	–	0.05%	148
2023 Q2	$243K	Hold	1,075	–	–	0.05%	156
2023 Q1	$206K	Hold	1,075	–	–	0.04%	168
2022 Q4	$190K	Hold	1,075	–	–	0.04%	169
2022 Q3	$183K	Hold	1,075	–	–	0.04%	168
2022 Q2	$186K	Hold	1,075	–	–	0.04%	166
2022 Q1	$231K	Hold	1,075	–	–	0.04%	172
2021 Q4	$246K	Hold	1,075	–	–	0.04%	154
2021 Q3	$215K	Hold	1,075	–	–	0.04%	155
2021 Q2	$188K	Buy	+1,075	New	+$191K	0.03%	181
2021 Q1	–	Sell	-1,075	Closed	-$223K	–	178
2020 Q4	$223K	Buy	+1,075	New	+$209K	0.05%	163

Other funds holding VRSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Evermay Wealth Management's VRSK Position: Q1 2026 in Review

Evermay Wealth Management held its Verisk Analytics (VRSK) position steady in Q1 2026 at 930 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #204.

Evermay Wealth Management first reported a position in VRSK in Q4 2020 and has held it in 21 quarters since. The position peaked at $290K in Q2 2025. 952 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

Evermay Wealth Management held 930 shares of Verisk Analytics worth $176K as of Q1 2026.
Evermay Wealth Management left its Verisk Analytics share count unchanged in Q1 2026.
Verisk Analytics made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #204 holding.
Evermay Wealth Management first reported a position in Verisk Analytics in Q4 2020 and has held it in 21 quarters since.
Evermay Wealth Management's Verisk Analytics position peaked at $290K in Q2 2025.
952 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.