Holt Capital Partners’s Verisk Analytics VRSK Stock Holding History

Holt Capital Partners’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	-1,050	Closed	-$235K	–	157
2025 Q4	$235K	Hold	1,050	–	–	0.03%	147
2025 Q3	$264K	Hold	1,050	–	–	0.04%	141
2025 Q2	$327K	Hold	1,050	–	–	0.06%	129
2025 Q1	$313K	Hold	1,050	–	–	0.05%	132
2024 Q4	$289K	Hold	1,050	–	–	0.04%	137
2024 Q3	$281K	Hold	1,050	–	–	0.04%	141
2024 Q2	$283K	Hold	1,050	–	–	0.06%	130
2024 Q1	$248K	Hold	1,050	–	–	0.04%	151
2023 Q4	$251K	Hold	1,050	–	–	0.04%	143
2023 Q3	$248K	Hold	1,050	–	–	0.05%	139
2023 Q2	$237K	Hold	1,050	–	–	0.04%	146
2023 Q1	$201K	Buy	+1,050	New	+$190K	0.04%	154
2022 Q2	–	Sell	-1,050	Closed	-$225K	–	167
2022 Q1	$225K	Hold	1,050	–	–	0.04%	156
2021 Q4	$240K	Hold	1,050	–	–	0.04%	154
2021 Q3	$210K	Buy	+1,050	New	+$203K	0.04%	156
2021 Q1	–	Sell	-1,050	Closed	-$218K	–	158
2020 Q4	$218K	Buy	+1,050	New	+$204K	0.05%	143

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Holt Capital Partners's VRSK Position: Q1 2026 in Review

Holt Capital Partners sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,050 shares — an estimated $235K sold.

Holt Capital Partners first reported a position in VRSK in Q4 2020 and held it in 16 quarters. The position peaked at $327K in Q2 2025. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

Holt Capital Partners reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
Holt Capital Partners sold 1,050 Verisk Analytics shares in Q1 2026, an estimated $235K.
Holt Capital Partners first reported a position in Verisk Analytics in Q4 2020 and held it in 16 quarters.
Holt Capital Partners's Verisk Analytics position peaked at $327K in Q2 2025.
959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Holt Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.