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Kelleher Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Kelleher Financial 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 		$303K Buy
1,687
+1,484
+731% +$261K 0.04% 230
2026
Q1 		$63.2K Buy
203
+43
+27% +$8.73K 0.02% 345
2025
Q4 		$35.8K Sell
160
-43
-21% -$9.7K 0.01% 443
2025
Q3 		$51.1K Buy
+203
New +$55.7K 0.01% 338
2021
Q4 		– Sell
-3,714
Closed -$743K – 147
2021
Q3 		$743K Buy
+3,714
New +$720K 0.33% 74

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

Kelleher Financial Advisors's VRSK Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Verisk Analytics (VRSK) stake by 731% in Q2 2026, buying an estimated $261K and bringing the position to 1,687 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #230.

Kelleher Financial Advisors first reported a position in VRSK in Q3 2021 and has held it in 5 quarters since. The position peaked at $743K in Q3 2021. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Kelleher Financial Advisors held 1,687 shares of Verisk Analytics worth $303K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,484 Verisk Analytics shares in Q2 2026, an estimated $261K.
  • Verisk Analytics made up 0.04% of Kelleher Financial Advisors's portfolio in Q2 2026, its #230 holding.
  • Kelleher Financial Advisors first reported a position in Verisk Analytics in Q3 2021 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Verisk Analytics position peaked at $743K in Q3 2021.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.