GA
VRSK icon

GoalVest Advisory’s Verisk Analytics VRSK Stock Holding History

GoalVest Advisory’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
Q3 		$839 Buy
+5
New +$934 ﹤0.01% 693
2025
Q2 		– Sell
-4
Closed -$1.19K – 524
2025
Q1 		$1.19K Buy
+4
New +$1.15K ﹤0.01% 327
2022
Q2 		– Sell
-2
Closed – – 540
2022
Q1 		$0 Buy
+2
New +$394 ﹤0.01% 505

Other funds holding VRSK

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory's VRSK Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Verisk Analytics (VRSK) in Q3 2026: 5 shares worth $839. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in VRSK as recently as Q1 2025.

GoalVest Advisory first reported a position in VRSK in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.19K in Q1 2025. 28 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

  • GoalVest Advisory held 5 shares of Verisk Analytics worth $839 as of Q3 2026.
  • Verisk Analytics was a new GoalVest Advisory position in Q3 2026.
  • Verisk Analytics made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #693 holding.
  • GoalVest Advisory first reported a position in Verisk Analytics in Q1 2022 and has held it in 3 quarters since.
  • GoalVest Advisory's Verisk Analytics position peaked at $1.19K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.