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Gratus Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Gratus 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 		– Sell
-1,044
Closed -$234K – 140
2025
Q4 		$234K Sell
1,044
-73
-7% -$16.5K 0.03% 123
2025
Q3 		$281K Hold
1,117
– – 0.04% 117
2025
Q2 		$348K Hold
1,117
– – 0.05% 108
2025
Q1 		$332K Sell
1,117
-18
-2% -$5.19K 0.05% 105
2024
Q4 		$313K Hold
1,135
– – 0.05% 109
2024
Q3 		$302K Hold
1,135
– – 0.05% 111
2024
Q2 		$314K Sell
1,135
-61
-5% -$14.9K 0.05% 107
2024
Q1 		$267K Hold
1,196
– – 0.05% 117
2023
Q4 		$286K Buy
+1,196
New +$283K 0.06% 120

Other funds holding VRSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Gratus Wealth Advisors sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,044 shares — an estimated $234K sold.

Gratus Wealth Advisors first reported a position in VRSK in Q4 2023 and held it in 9 quarters. The position peaked at $348K in Q2 2025. 954 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Gratus Wealth Advisors reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Gratus Wealth Advisors sold 1,044 Verisk Analytics shares in Q1 2026, an estimated $234K.
  • Gratus Wealth Advisors first reported a position in Verisk Analytics in Q4 2023 and held it in 9 quarters.
  • Gratus Wealth Advisors's Verisk Analytics position peaked at $348K in Q2 2025.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Gratus Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.