IWC
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Integrated Wealth Concepts’s Verisk Analytics VRSK Stock Holding History

Integrated Wealth Concepts’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 		$446K Sell
2,484
-554
-18% -$97.6K ﹤0.01% 1846
2026
Q1 		$576K Buy
+3,038
New +$617K ﹤0.01% 1454
2025
Q4 		– Sell
-3,144
Closed -$791K – 2038
2025
Q3 		$791K Sell
3,144
-354
-10% -$97.2K 0.01% 1111
2025
Q2 		$1.09M Sell
3,498
-598
-15% -$181K 0.01% 872
2025
Q1 		$1.22M Sell
4,096
-2,116
-34% -$610K 0.01% 747
2024
Q4 		$1.71M Buy
6,212
+2,031
+49% +$565K 0.02% 615
2024
Q3 		$1.12M Buy
4,181
+4
+0.1% +$1.08K 0.01% 750
2024
Q2 		$1.13M Buy
4,177
+52
+1% +$12.7K 0.02% 705
2024
Q1 		$972K Buy
4,125
+98
+2% +$23.5K 0.01% 764
2023
Q4 		$962K Sell
4,027
-1,262
-24% -$299K 0.02% 737
2023
Q3 		$1.25M Buy
5,289
+35
+0.7% +$8.25K 0.02% 603
2023
Q2 		$1.19M Buy
5,254
+3,918
+293% +$823K 0.02% 611
2023
Q1 		$256K Buy
+1,336
New +$242K 0.01% 1131

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's VRSK Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Verisk Analytics (VRSK) stake by 18% in Q2 2026, selling an estimated $97.6K and leaving 2,484 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Integrated Wealth Concepts first reported a position in VRSK in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q4 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Integrated Wealth Concepts held 2,484 shares of Verisk Analytics worth $446K as of Q2 2026.
  • Integrated Wealth Concepts sold 554 Verisk Analytics shares in Q2 2026, an estimated $97.6K.
  • Verisk Analytics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1846 holding.
  • Integrated Wealth Concepts first reported a position in Verisk Analytics in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Verisk Analytics position peaked at $1.71M in Q4 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.