Loring Wolcott & Coolidge Fiduciary Advisors’s Verisk Analytics VRSK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$2.51K	Hold	14	–	–	﹤0.01%	554
2026 Q1	$2.3K	Buy	+14	New	+$2.84K	﹤0.01%	549
2023 Q4	–	Sell	-331	Closed	-$76.1K	–	606
2023 Q3	$76.1K	Hold	331	–	–	﹤0.01%	383
2023 Q2	$74.8K	Hold	331	–	–	﹤0.01%	395
2023 Q1	$63.5K	Sell	331 -25	-7%	-$4.53K	﹤0.01%	382
2022 Q4	$62.8K	Hold	356	–	–	﹤0.01%	378
2022 Q3	$61K	Sell	356 -5	-1%	-$935	﹤0.01%	388
2022 Q2	$62K	Buy	361 +5	+1%	+$932	﹤0.01%	404
2022 Q1	$76K	Buy	356 +331	+1,324%	+$65.3K	﹤0.01%	411
2021 Q4	$6K	Sell	25 -50	-67%	-$10.9K	﹤0.01%	648
2021 Q3	$15K	Sell	75 -40	-35%	-$7.75K	﹤0.01%	550
2021 Q2	$20K	Buy	+115	New	+$20.4K	﹤0.01%	541
2021 Q1	–	Sell	-36	Closed	-$7K	–	694
2020 Q4	$7K	Buy	+36	New	+$7K	﹤0.01%	653
2017 Q3	–	Sell	-34	Closed	-$3K	–	906
2017 Q2	$3K	Buy	+34	New	+$2.75K	﹤0.01%	611

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VRSK Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Verisk Analytics (VRSK) position steady in Q2 2026 at 14 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VRSK in Q2 2017 and has held it in 14 quarters since. The position peaked at $76.1K in Q3 2023. 650 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 14 shares of Verisk Analytics worth $2.51K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Verisk Analytics share count unchanged in Q2 2026.
Verisk Analytics made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #554 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Verisk Analytics in Q2 2017 and has held it in 14 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Verisk Analytics position peaked at $76.1K in Q3 2023.
650 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.