MFGM
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Marshall Financial Group (Maryland)’s Verisk Analytics VRSK Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-4,255
Closed -$807K – 338
2026
Q1 		$807K Buy
4,255
+77
+2% +$15.6K 0.13% 147
2025
Q4 		$935K Buy
4,178
+3,173
+316% +$716K 0.18% 125
2025
Q3 		$253K Sell
1,005
-51
-5% -$14K 0.05% 225
2025
Q2 		$325K Sell
1,056
-4,023
-79% -$1.22M 0.06% 206
2025
Q1 		$1.51M Buy
5,079
+140
+3% +$40.3K 0.33% 69
2024
Q4 		$1.36M Buy
4,939
+7
+0.1% +$1.95K 0.33% 71
2024
Q3 		$1.32M Buy
4,932
+38
+0.8% +$10.3K 0.32% 76
2024
Q2 		$1.32M Buy
4,894
+194
+4% +$47.5K 0.37% 71
2024
Q1 		$1.11M Buy
4,700
+354
+8% +$85K 0.32% 82
2023
Q4 		$1.04M Sell
4,346
-178
-4% -$42.1K 0.33% 75
2023
Q3 		$1.07M Sell
4,524
-90
-2% -$21.2K 0.39% 63
2023
Q2 		$1.04M Buy
4,614
+14
+0.3% +$2.94K 0.36% 67
2023
Q1 		$883K Sell
4,600
-1,066
-19% -$193K 0.32% 79
2022
Q4 		$1,000K Buy
5,666
+469
+9% +$82.4K 0.39% 89
2022
Q3 		$886K Buy
5,197
+15
+0.3% +$2.8K 0.37% 80
2022
Q2 		$897K Sell
5,182
-689
-12% -$128K 0.36% 83
2022
Q1 		$1.26M Buy
5,871
+38
+0.7% +$7.49K 0.52% 62
2021
Q4 		$1.33M Buy
5,833
+52
+0.9% +$11.3K 0.49% 64
2021
Q3 		$1.16M Buy
5,781
+345
+6% +$66.8K 0.6% 48
2021
Q2 		$950K Sell
5,436
-742
-12% -$132K 0.51% 63
2021
Q1 		$1.09M Buy
6,178
+295
+5% +$54K 0.65% 61
2020
Q4 		$1.22M Buy
+5,883
New +$1.14M 0.8% 43

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

Marshall Financial Group (Maryland)'s VRSK Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 4,255 shares — an estimated $807K sold.

Marshall Financial Group (Maryland) first reported a position in VRSK in Q4 2020 and held it in 22 quarters. The position peaked at $1.51M in Q1 2025. 953 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,255 Verisk Analytics shares in Q2 2026, an estimated $807K.
  • Marshall Financial Group (Maryland) first reported a position in Verisk Analytics in Q4 2020 and held it in 22 quarters.
  • Marshall Financial Group (Maryland)'s Verisk Analytics position peaked at $1.51M in Q1 2025.
  • 953 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.