LWM
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Lodestone Wealth Management’s Verisk Analytics VRSK Stock Holding History

Lodestone Wealth Management’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 		$25.7K Buy
143
+13
+10% +$2.29K 0.01% 384
2026
Q1 		$24.7K Buy
130
+26
+25% +$5.28K 0.01% 383
2025
Q4 		$23.3K Buy
+104
New +$23.5K 0.01% 388

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

Lodestone Wealth Management's VRSK Position: Q2 2026 in Review

Lodestone Wealth Management increased its Verisk Analytics (VRSK) stake by 10% in Q2 2026, buying an estimated $2.29K and bringing the position to 143 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #384.

Lodestone Wealth Management first reported a position in VRSK in Q4 2025 and has held it in 3 quarters since. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Lodestone Wealth Management held 143 shares of Verisk Analytics worth $25.7K as of Q2 2026.
  • Lodestone Wealth Management bought 13 Verisk Analytics shares in Q2 2026, an estimated $2.29K.
  • Verisk Analytics made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Lodestone Wealth Management first reported a position in Verisk Analytics in Q4 2025 and has held it in 3 quarters since.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.