Institute for Wealth Management’s Verisk Analytics VRSK Stock Holding History

Institute for 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	$28.7K	Buy	+160	New	+$28.2K	﹤0.01%	1022

Other funds holding VRSK

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Institute for Wealth Management's VRSK Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Verisk Analytics (VRSK) in Q2 2026: 160 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings.

521 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Institute for Wealth Management held 160 shares of Verisk Analytics worth $28.7K as of Q2 2026.
Verisk Analytics was a new Institute for Wealth Management position in Q2 2026.
Verisk Analytics made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1022 holding.
521 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.