Montag & Associates’s Verisk Analytics VRSK Stock Holding History

Montag & Associates’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	$64.6K	Hold	360	–	–	﹤0.01%	561
2026 Q1	$68.3K	Hold	360	–	–	﹤0.01%	548
2025 Q4	$80.5K	Hold	360	–	–	﹤0.01%	531
2025 Q3	$90.5K	Hold	360	–	–	﹤0.01%	501
2025 Q2	$112K	Hold	360	–	–	0.01%	467
2025 Q1	$107K	Sell	360 -2	-0.6%	-$576	0.01%	494
2024 Q4	$99.7K	Hold	362	–	–	﹤0.01%	499
2024 Q3	$97K	Buy	362 +2	+0.6%	+$541	﹤0.01%	502
2024 Q2	$97K	Hold	360	–	–	﹤0.01%	494
2024 Q1	$85K	Hold	360	–	–	﹤0.01%	509
2023 Q4	$86K	Buy	360 +60	+20%	+$14.2K	﹤0.01%	486
2023 Q3	$70.9K	Hold	300	–	–	﹤0.01%	498
2023 Q2	$67.8K	Hold	300	–	–	﹤0.01%	517
2023 Q1	$57.6K	Hold	300	–	–	﹤0.01%	532
2022 Q4	$52.9K	Hold	300	–	–	﹤0.01%	535
2022 Q3	$51K	Buy	+300	New	+$56.1K	﹤0.01%	532
2021 Q2	–	Sell	-350	Closed	-$62K	–	894
2021 Q1	$62K	Hold	350	–	–	﹤0.01%	531
2020 Q4	$73K	Buy	+350	New	+$68K	﹤0.01%	495

Other funds holding VRSK

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Montag & Associates's VRSK Position: Q2 2026 in Review

Montag & Associates held its Verisk Analytics (VRSK) position steady in Q2 2026 at 360 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Montag & Associates first reported a position in VRSK in Q4 2020 and has held it in 18 quarters since. The position peaked at $112K in Q2 2025. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Montag & Associates held 360 shares of Verisk Analytics worth $64.6K as of Q2 2026.
Montag & Associates left its Verisk Analytics share count unchanged in Q2 2026.
Verisk Analytics made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #561 holding.
Montag & Associates first reported a position in Verisk Analytics in Q4 2020 and has held it in 18 quarters since.
Montag & Associates's Verisk Analytics position peaked at $112K in Q2 2025.
958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.