JTWM
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Jackson Thornton Wealth Management’s Verisk Analytics VRSK Stock Holding History

Jackson Thornton 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
Q1 		– Sell
-1,004
Closed -$222K – 344
2025
Q4 		$222K Sell
1,004
-132
-12% -$29.8K 0.02% 279
2025
Q3 		$277K Buy
+1,136
New +$312K 0.03% 200

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Jackson Thornton Wealth Management's VRSK Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,004 shares — an estimated $222K sold.

Jackson Thornton Wealth Management first reported a position in VRSK in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q3 2025. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 1,004 Verisk Analytics shares in Q1 2026, an estimated $222K.
  • Jackson Thornton Wealth Management first reported a position in Verisk Analytics in Q3 2025 and held it in 2 quarters.
  • Jackson Thornton Wealth Management's Verisk Analytics position peaked at $277K in Q3 2025.
  • 959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.