EWA
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EverSource Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

EverSource Wealth Advisors’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 		$294K Buy
1,640
+401
+32% +$70.6K 0.01% 810
2026
Q1 		$235K Buy
1,239
+79
+7% +$16K 0.01% 964
2025
Q4 		$260K Sell
1,160
-507
-30% -$114K 0.01% 829
2025
Q3 		$419K Buy
1,667
+248
+17% +$68.1K 0.02% 570
2025
Q2 		$442K Buy
1,419
+421
+42% +$128K 0.02% 506
2025
Q1 		$297K Sell
998
-125
-11% -$36K 0.02% 533
2024
Q4 		$309K Buy
1,123
+615
+121% +$171K 0.02% 495
2024
Q3 		$136K Buy
508
+98
+24% +$26.5K 0.01% 693
2024
Q2 		$107K Buy
410
+147
+56% +$36K 0.01% 769
2024
Q1 		$57.4K Buy
263
+42
+19% +$10.1K ﹤0.01% 918
2023
Q4 		$52.9K Buy
221
+45
+26% +$10.7K ﹤0.01% 877
2023
Q3 		$41.6K Sell
176
-48
-21% -$11.3K ﹤0.01% 886
2023
Q2 		$50.7K Buy
224
+54
+32% +$11.3K 0.01% 832
2023
Q1 		$32.6K Buy
170
+109
+179% +$19.7K ﹤0.01% 937
2022
Q4 		$10.8K Sell
61
-17
-22% -$2.99K ﹤0.01% 1305
2022
Q3 		$14K Buy
78
+48
+160% +$8.97K ﹤0.01% 1030
2022
Q2 		$5K Sell
30
-9
-23% -$1.68K ﹤0.01% 1294
2022
Q1 		$8K Buy
39
+14
+56% +$2.76K ﹤0.01% 1106
2021
Q4 		$6K Buy
+25
New +$5.46K ﹤0.01% 1209

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

EverSource Wealth Advisors's VRSK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Verisk Analytics (VRSK) stake by 32% in Q2 2026, buying an estimated $70.6K and bringing the position to 1,640 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #810.

EverSource Wealth Advisors first reported a position in VRSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $442K in Q2 2025. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • EverSource Wealth Advisors held 1,640 shares of Verisk Analytics worth $294K as of Q2 2026.
  • EverSource Wealth Advisors bought 401 Verisk Analytics shares in Q2 2026, an estimated $70.6K.
  • Verisk Analytics made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #810 holding.
  • EverSource Wealth Advisors first reported a position in Verisk Analytics in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Verisk Analytics position peaked at $442K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.