Exencial Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Exencial 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 Q1	$808K	Sell	4,256 -161	-4%	-$32.7K	0.03%	326
2025 Q4	$988K	Sell	4,417 -78	-2%	-$17.6K	0.03%	296
2025 Q3	$1.13M	Buy	4,495 +48	+1%	+$13.2K	0.04%	274
2025 Q2	$1.39M	Sell	4,447 -2,353	-35%	-$713K	0.05%	249
2025 Q1	$2.02M	Sell	6,800 -319	-4%	-$91.9K	0.07%	210
2024 Q4	$1.96M	Sell	7,119 -253	-3%	-$70.4K	0.07%	215
2024 Q3	$1.98M	Sell	7,372 -399	-5%	-$108K	0.07%	218
2024 Q2	$2.09M	Sell	7,771 -1,074	-12%	-$263K	0.08%	203
2024 Q1	$2.09M	Sell	8,845 -498	-5%	-$120K	0.08%	206
2023 Q4	$2.23M	Sell	9,343 -219	-2%	-$51.8K	0.09%	187
2023 Q3	$2.26M	Sell	9,562 -1,345	-12%	-$317K	0.11%	167
2023 Q2	$2.47M	Sell	10,907 -11,693	-52%	-$2.46M	0.11%	167
2023 Q1	$4.34M	Buy	22,600 +847	+4%	+$153K	0.22%	118
2022 Q4	$3.84M	Buy	21,753 +2,179	+11%	+$383K	0.21%	128
2022 Q3	$3.34M	Buy	19,574 +422	+2%	+$78.9K	0.2%	129
2022 Q2	$3.31M	Sell	19,152 -78	-0.4%	-$14.5K	0.19%	139
2022 Q1	$4.13M	Buy	19,230 +764	+4%	+$151K	0.21%	135
2021 Q4	$4.22M	Buy	18,466 +424	+2%	+$92.5K	0.2%	136
2021 Q3	$3.61M	Buy	18,042 +2,725	+18%	+$528K	0.16%	118
2021 Q2	$2.68M	Sell	15,317 -2,335	-13%	-$414K	0.14%	159
2021 Q1	$3.12M	Buy	17,652 +13,457	+321%	+$2.46M	0.18%	146
2020 Q4	$871K	Hold	4,195	–	–	0.06%	206
2020 Q3	$777K	Hold	4,195	–	–	0.04%	217
2020 Q2	$714K	Hold	4,195	–	–	0.06%	197
2020 Q1	$585K	Hold	4,195	–	–	0.1%	141
2019 Q4	$626K	Hold	4,195	–	–	0.11%	155
2019 Q3	$663K	Sell	4,195 -90	-2%	-$14K	0.14%	128
2019 Q2	$628K	Hold	4,285	–	–	0.15%	127
2019 Q1	$570K	Sell	4,285 -286	-6%	-$34.8K	0.14%	131
2018 Q4	$498K	Sell	4,571 -24,172	-84%	-$2.83M	0.13%	124
2018 Q3	$3.46M	Sell	28,743 -1,337	-4%	-$156K	0.81%	43
2018 Q2	$3.24M	Sell	30,080 -255	-0.8%	-$27.1K	0.9%	44
2018 Q1	$3.15M	Buy	30,335 +730	+2%	+$72.9K	0.94%	41
2017 Q4	$2.84M	Sell	29,605 -393	-1%	-$35.6K	0.86%	42
2017 Q3	$2.5M	Buy	29,998 +1,050	+4%	+$87K	0.82%	45
2017 Q2	$2.44M	Buy	28,948 +1,580	+6%	+$128K	1%	41
2017 Q1	$2.21M	Buy	27,368 +610	+2%	+$50.1K	0.96%	40
2016 Q4	$2.17M	Sell	26,758 -795	-3%	-$65.2K	0.92%	41
2016 Q3	$2.25M	Sell	27,553 -2,315	-8%	-$192K	0.99%	41
2016 Q2	$2.42M	Sell	29,868 -700	-2%	-$54.9K	1.09%	37
2016 Q1	$2.44M	Sell	30,568 -1,815	-6%	-$133K	1.15%	34
2015 Q4	$2.4M	Buy	32,383 +535	+2%	+$40.6K	1.19%	33
2015 Q3	$2.35M	Buy	+31,848	New	+$2.37M	1.15%	33
2015 Q2	–	Sell	-32,340	Closed	-$2.35M	–	138
2015 Q1	$2.35M	Buy	32,340 +885	+3%	+$59.8K	0.99%	41
2014 Q4	$1.98M	Sell	31,455 -81	-0.3%	-$5.04K	0.88%	48
2014 Q3	$1.92M	Buy	31,536 +51	+0.2%	+$3.18K	0.85%	45
2014 Q2	$1.92M	Buy	31,485 +51	+0.2%	+$3.05K	0.82%	49
2014 Q1	$1.82M	Buy	+31,434	New	+$1.99M	0.76%	51

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

Exencial Wealth Advisors's VRSK Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Verisk Analytics (VRSK) stake by 3.6% in Q1 2026, selling an estimated $32.7K and leaving 4,256 shares worth $808K. The position accounts for 0.03% of the portfolio, ranked #326.

Exencial Wealth Advisors first reported a position in VRSK in Q1 2014 and has held it in 48 quarters since. The position peaked at $4.34M in Q1 2023. 952 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

Exencial Wealth Advisors held 4,256 shares of Verisk Analytics worth $808K as of Q1 2026.
Exencial Wealth Advisors sold 161 Verisk Analytics shares in Q1 2026, an estimated $32.7K.
Verisk Analytics made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #326 holding.
Exencial Wealth Advisors first reported a position in Verisk Analytics in Q1 2014 and has held it in 48 quarters since.
Exencial Wealth Advisors's Verisk Analytics position peaked at $4.34M in Q1 2023.
952 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.