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LWM Advisory Services’s Verisk Analytics VRSK Stock Holding History

LWM Advisory Services’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
-1,539
Closed -$344K – 89
2025
Q4 		$344K Sell
1,539
-3
-0.2% -$677 0.2% 67
2025
Q3 		$388K Buy
1,542
+3
+0.2% +$823 0.23% 71
2025
Q2 		$479K Sell
1,539
-4
-0.3% -$1.21K 0.33% 55
2025
Q1 		$459K Hold
1,543
– – 0.32% 58
2024
Q4 		$425K Sell
1,543
-69
-4% -$19.2K 0.3% 59
2024
Q3 		$432K Sell
1,612
-229
-12% -$62K 0.32% 61
2024
Q2 		$496K Sell
1,841
-54
-3% -$13.2K 0.42% 40
2024
Q1 		$447K Sell
1,895
-100
-5% -$24K 0.36% 54
2023
Q4 		$477K Sell
1,995
-53
-3% -$12.5K 0.42% 43
2023
Q3 		$484K Hold
2,048
– – 0.52% 36
2023
Q2 		$463K Sell
2,048
-606
-23% -$127K 0.49% 36
2023
Q1 		$509K Hold
2,654
– – 0.54% 37
2022
Q4 		$469K Sell
2,654
-1,753
-40% -$308K 0.52% 41
2022
Q3 		$752K Sell
4,407
-21
-0.5% -$3.92K 0.85% 27
2022
Q2 		$767K Buy
4,428
+757
+21% +$141K 0.92% 22
2022
Q1 		$789K Buy
3,671
+24
+0.7% +$4.73K 0.98% 25
2021
Q4 		$834K Buy
+3,647
New +$796K 1.03% 23

Other funds holding VRSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LWM Advisory Services's VRSK Position: Q1 2026 in Review

LWM Advisory Services sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,539 shares — an estimated $344K sold.

LWM Advisory Services first reported a position in VRSK in Q4 2021 and held it in 17 quarters. The position peaked at $834K in Q4 2021. 952 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • LWM Advisory Services reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • LWM Advisory Services sold 1,539 Verisk Analytics shares in Q1 2026, an estimated $344K.
  • LWM Advisory Services first reported a position in Verisk Analytics in Q4 2021 and held it in 17 quarters.
  • LWM Advisory Services's Verisk Analytics position peaked at $834K in Q4 2021.
  • 952 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.