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Legacy Wealth Management (Idaho)’s Verisk Analytics VRSK Stock Holding History

Legacy Wealth Management (Idaho)’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
-14
Closed -$2.66K – 951
2026
Q1 		$2.66K Buy
14
+3
+27% +$609 ﹤0.01% 726
2025
Q4 		$2.46K Buy
+11
New +$2.48K ﹤0.01% 640
2025
Q2 		– Sell
-10
Closed -$2.98K – 870
2025
Q1 		$2.98K Buy
+10
New +$2.88K ﹤0.01% 483

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Vanguard Portfolio Management
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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
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Morgan Stanley
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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

Legacy Wealth Management (Idaho)'s VRSK Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 14 shares — an estimated $2.66K sold.

Legacy Wealth Management (Idaho) first reported a position in VRSK in Q1 2025 and held it in 3 quarters. The position peaked at $2.98K in Q1 2025. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 14 Verisk Analytics shares in Q2 2026, an estimated $2.66K.
  • Legacy Wealth Management (Idaho) first reported a position in Verisk Analytics in Q1 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Verisk Analytics position peaked at $2.98K in Q1 2025.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.