HWM
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HB Wealth Management’s Verisk Analytics VRSK Stock Holding History

HB 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
Q2 		$1.2M Sell
6,671
-655
-9% -$115K 0.01% 671
2026
Q1 		$1.39M Sell
7,326
-3,081
-30% -$625K 0.01% 538
2025
Q4 		$2.33M Buy
10,407
+1,102
+12% +$249K 0.02% 383
2025
Q3 		$2.34M Buy
9,305
+85
+0.9% +$23.3K 0.02% 386
2025
Q2 		$2.87M Buy
9,220
+220
+2% +$66.7K 0.02% 305
2025
Q1 		$2.68M Buy
9,000
+5,802
+181% +$1.67M 0.02% 326
2024
Q4 		$881K Buy
3,198
+191
+6% +$53.2K 0.01% 437
2024
Q3 		$806K Buy
3,007
+167
+6% +$45.2K 0.01% 442
2024
Q2 		$766K Buy
2,840
+416
+17% +$102K 0.01% 431
2024
Q1 		$571K Buy
2,424
+172
+8% +$41.3K 0.01% 460
2023
Q4 		$538K Buy
2,252
+148
+7% +$35K 0.01% 435
2023
Q3 		$497K Buy
2,104
+302
+17% +$71.2K 0.01% 428
2023
Q2 		$407K Buy
1,802
+145
+9% +$30.5K 0.01% 469
2023
Q1 		$318K Buy
1,657
+191
+13% +$34.6K 0.01% 520
2022
Q4 		$259K Buy
1,466
+112
+8% +$19.7K ﹤0.01% 560
2022
Q3 		$231K Buy
+1,354
New +$253K ﹤0.01% 506
2022
Q2 		– Sell
-1,263
Closed -$271K – 629
2022
Q1 		$271K Buy
1,263
+278
+28% +$54.8K 0.01% 475
2021
Q4 		$225K Buy
+985
New +$215K ﹤0.01% 466

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 $3.38T AUM 44.17% 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

HB Wealth Management's VRSK Position: Q2 2026 in Review

HB Wealth Management reduced its Verisk Analytics (VRSK) stake by 8.9% in Q2 2026, selling an estimated $115K and leaving 6,671 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #671.

HB Wealth Management first reported a position in VRSK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.87M in Q2 2025. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • HB Wealth Management held 6,671 shares of Verisk Analytics worth $1.2M as of Q2 2026.
  • HB Wealth Management sold 655 Verisk Analytics shares in Q2 2026, an estimated $115K.
  • Verisk Analytics made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #671 holding.
  • HB Wealth Management first reported a position in Verisk Analytics in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Verisk Analytics position peaked at $2.87M in Q2 2025.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.