JWA
VRSK icon

JFS Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

JFS 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 		$12.9K Buy
72
+38
+112% +$6.69K ﹤0.01% 901
2026
Q1 		$6.45K Sell
34
-31
-48% -$6.29K ﹤0.01% 1107
2025
Q4 		$14.5K Buy
65
+6
+10% +$1.35K ﹤0.01% 855
2025
Q3 		$14.8K Sell
59
-2
-3% -$549 ﹤0.01% 768
2025
Q2 		$19K Sell
61
-2
-3% -$606 ﹤0.01% 666
2025
Q1 		$18.8K Sell
63
-4
-6% -$1.15K ﹤0.01% 676
2024
Q4 		$18.5K Sell
67
-3
-4% -$835 ﹤0.01% 668
2024
Q3 		$18.8K Buy
70
+2
+3% +$541 ﹤0.01% 658
2024
Q2 		$18.3K Sell
68
-58
-46% -$14.2K ﹤0.01% 616
2024
Q1 		$29.7K Buy
126
+55
+77% +$13.2K ﹤0.01% 536
2023
Q4 		$17K Buy
71
+4
+6% +$947 ﹤0.01% 626
2023
Q3 		$15.8K Buy
67
+9
+16% +$2.12K ﹤0.01% 602
2023
Q2 		$13.1K Buy
58
+22
+61% +$4.62K ﹤0.01% 646
2023
Q1 		$6.91K Sell
36
-18
-33% -$3.26K ﹤0.01% 863
2022
Q4 		$9.53K Sell
54
-13
-19% -$2.28K ﹤0.01% 729
2022
Q3 		$11K Buy
67
+49
+272% +$9.16K ﹤0.01% 710
2022
Q2 		$3K Sell
18
-36
-67% -$6.71K ﹤0.01% 1248
2022
Q1 		$12K Buy
54
+35
+184% +$6.9K ﹤0.01% 748
2021
Q4 		$4K Buy
+19
New +$4.15K ﹤0.01% 887
2016
Q2 		– Sell
-21
Closed -$2K – 622
2016
Q1 		$2K Buy
+21
New +$1.53K ﹤0.01% 529
2014
Q4 		– Sell
-23
Closed -$1K – 540
2014
Q3 		$1K Sell
23
-44
-66% -$2.75K ﹤0.01% 467
2014
Q2 		$4K Buy
+67
New +$4K ﹤0.01% 394

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

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

JFS Wealth Advisors increased its Verisk Analytics (VRSK) stake by 112% in Q2 2026, buying an estimated $6.69K and bringing the position to 72 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

JFS Wealth Advisors first reported a position in VRSK in Q2 2014 and has held it in 22 quarters since. The position peaked at $29.7K in Q1 2024. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • JFS Wealth Advisors held 72 shares of Verisk Analytics worth $12.9K as of Q2 2026.
  • JFS Wealth Advisors bought 38 Verisk Analytics shares in Q2 2026, an estimated $6.69K.
  • Verisk Analytics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #901 holding.
  • JFS Wealth Advisors first reported a position in Verisk Analytics in Q2 2014 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Verisk Analytics position peaked at $29.7K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.