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LVW Advisors’s Verisk Analytics VRSK Stock Holding History

LVW 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
Q1 		– Sell
-1,094
Closed -$245K – 459
2025
Q4 		$245K Buy
+1,094
New +$247K 0.02% 310
2025
Q3 		– Sell
-694
Closed -$216K – 366
2025
Q2 		$216K Sell
694
-96
-12% -$29.1K 0.02% 306
2025
Q1 		$235K Buy
+790
New +$228K 0.03% 275

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

LVW Advisors's VRSK Position: Q1 2026 in Review

LVW Advisors sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,094 shares — an estimated $245K sold.

LVW Advisors first reported a position in VRSK in Q1 2025 and held it in 3 quarters. The position peaked at $245K in Q4 2025. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • LVW Advisors reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 1,094 Verisk Analytics shares in Q1 2026, an estimated $245K.
  • LVW Advisors first reported a position in Verisk Analytics in Q1 2025 and held it in 3 quarters.
  • LVW Advisors's Verisk Analytics position peaked at $245K in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.