Lido Advisors
VRSK icon

Lido Advisors’s Verisk Analytics VRSK Stock Holding History

Lido 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 		$360K Sell
2,005
-670
-25% -$118K ﹤0.01% 1657
2026
Q1 		$508K Buy
2,675
+343
+15% +$69.6K ﹤0.01% 1294
2025
Q4 		$573K Buy
2,332
+111
+5% +$25.1K ﹤0.01% 1252
2025
Q3 		$559K Buy
2,221
+421
+23% +$116K ﹤0.01% 1196
2025
Q2 		$561K Buy
1,800
+64
+4% +$19.4K ﹤0.01% 1070
2025
Q1 		$517K Sell
1,736
-913
-34% -$263K ﹤0.01% 1017
2024
Q4 		$730K Buy
2,649
+576
+28% +$160K ﹤0.01% 882
2024
Q3 		$556K Buy
2,073
+350
+20% +$94.7K ﹤0.01% 922
2024
Q2 		$465K Sell
1,723
-21
-1% -$5.14K ﹤0.01% 951
2024
Q1 		$411K Sell
1,744
-78
-4% -$18.7K ﹤0.01% 960
2023
Q4 		$435K Buy
1,822
+216
+13% +$51.1K ﹤0.01% 908
2023
Q3 		$379K Buy
1,606
+466
+41% +$110K ﹤0.01% 838
2023
Q2 		$258K Buy
+1,140
New +$239K ﹤0.01% 1008
2022
Q2 		– Sell
-1,106
Closed -$237K – 1076
2022
Q1 		$237K Sell
1,106
-121
-10% -$23.9K ﹤0.01% 900
2021
Q4 		$280K Buy
+1,227
New +$268K ﹤0.01% 834
2021
Q1 		– Sell
-1,055
Closed -$219K – 906
2020
Q4 		$219K Buy
+1,055
New +$205K ﹤0.01% 738

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

Lido Advisors's VRSK Position: Q2 2026 in Review

Lido Advisors reduced its Verisk Analytics (VRSK) stake by 25% in Q2 2026, selling an estimated $118K and leaving 2,005 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Lido Advisors first reported a position in VRSK in Q4 2020 and has held it in 16 quarters since. The position peaked at $730K in Q4 2024. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Lido Advisors held 2,005 shares of Verisk Analytics worth $360K as of Q2 2026.
  • Lido Advisors sold 670 Verisk Analytics shares in Q2 2026, an estimated $118K.
  • Verisk Analytics made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1657 holding.
  • Lido Advisors first reported a position in Verisk Analytics in Q4 2020 and has held it in 16 quarters since.
  • Lido Advisors's Verisk Analytics position peaked at $730K in Q4 2024.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.