Heritage Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Heritage 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	$24.1K	Sell	134 -828	-86%	-$146K	﹤0.01%	416
2026 Q1	$183K	Buy	962 +805	+513%	+$163K	0.01%	210
2025 Q4	$35.1K	Hold	157	–	–	﹤0.01%	354
2025 Q3	$39.5K	Hold	157	–	–	﹤0.01%	321
2025 Q2	$48.9K	Hold	157	–	–	﹤0.01%	298
2025 Q1	$46.7K	Hold	157	–	–	﹤0.01%	306
2024 Q4	$43.2K	Hold	157	–	–	﹤0.01%	323
2024 Q3	$42.1K	Hold	157	–	–	﹤0.01%	341
2024 Q2	$42.3K	Hold	157	–	–	﹤0.01%	325
2024 Q1	$37K	Hold	157	–	–	﹤0.01%	353
2023 Q4	$37.5K	Hold	157	–	–	﹤0.01%	359
2023 Q3	$37.1K	Hold	157	–	–	﹤0.01%	328
2023 Q2	$35.5K	Sell	157 -10	-6%	-$2.1K	﹤0.01%	358
2023 Q1	$32K	Sell	167 -87	-34%	-$15.8K	﹤0.01%	366
2022 Q4	$44.8K	Buy	+254	New	+$44.6K	﹤0.01%	332

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Verisk Analytics (VRSK) stake by 86% in Q2 2026, selling an estimated $146K and leaving 134 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Heritage Wealth Advisors first reported a position in VRSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $183K in Q1 2026. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Heritage Wealth Advisors held 134 shares of Verisk Analytics worth $24.1K as of Q2 2026.
Heritage Wealth Advisors sold 828 Verisk Analytics shares in Q2 2026, an estimated $146K.
Verisk Analytics made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #416 holding.
Heritage Wealth Advisors first reported a position in Verisk Analytics in Q4 2022 and has held it in 15 quarters since.
Heritage Wealth Advisors's Verisk Analytics position peaked at $183K in Q1 2026.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.