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Kestra Private Wealth Services’s Verisk Analytics VRSK Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-3,033
Closed -$576K – 1916
2026
Q1 		$576K Sell
3,033
-54
-2% -$11K 0.01% 1129
2025
Q4 		$691K Sell
3,087
-1,554
-33% -$351K 0.01% 995
2025
Q3 		$1.17M Buy
4,641
+2,605
+128% +$715K 0.02% 713
2025
Q2 		$634K Sell
2,036
-2,154
-51% -$653K 0.01% 932
2025
Q1 		$1.25M Buy
4,190
+1,511
+56% +$435K 0.02% 600
2024
Q4 		$738K Buy
2,679
+60
+2% +$16.7K 0.01% 756
2024
Q3 		$702K Buy
2,619
+95
+4% +$25.7K 0.01% 750
2024
Q2 		$680K Sell
2,524
-496
-16% -$121K 0.01% 715
2024
Q1 		$712K Buy
3,020
+889
+42% +$214K 0.02% 664
2023
Q4 		$509K Sell
2,131
-135
-6% -$32K 0.01% 721
2023
Q3 		$535K Buy
2,266
+352
+18% +$83K 0.02% 640
2023
Q2 		$433K Buy
1,914
+56
+3% +$11.8K 0.01% 684
2023
Q1 		$356K Buy
1,858
+150
+9% +$27.2K 0.01% 718
2022
Q4 		$301K Sell
1,708
-3,157
-65% -$555K 0.02% 670
2022
Q3 		$830K Buy
4,865
+378
+8% +$70.7K 0.05% 369
2022
Q2 		$777K Sell
4,487
-634
-12% -$118K 0.04% 387
2022
Q1 		$1.1M Sell
5,121
-1,071
-17% -$211K 0.05% 353
2021
Q4 		$1.42M Buy
6,192
+2,955
+91% +$645K 0.07% 303
2021
Q3 		$648K Buy
3,237
+987
+44% +$191K 0.04% 475
2021
Q2 		$393K Buy
2,250
+56
+3% +$9.93K 0.02% 575
2021
Q1 		$388K Buy
2,194
+341
+18% +$62.5K 0.03% 519
2020
Q4 		$381K Buy
1,853
+221
+14% +$43K 0.03% 498
2020
Q3 		$302K Buy
+1,632
New +$299K 0.03% 483

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

Kestra Private Wealth Services's VRSK Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 3,033 shares — an estimated $576K sold.

Kestra Private Wealth Services first reported a position in VRSK in Q3 2020 and held it in 23 quarters. The position peaked at $1.42M in Q4 2021. 953 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,033 Verisk Analytics shares in Q2 2026, an estimated $576K.
  • Kestra Private Wealth Services first reported a position in Verisk Analytics in Q3 2020 and held it in 23 quarters.
  • Kestra Private Wealth Services's Verisk Analytics position peaked at $1.42M in Q4 2021.
  • 953 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.