Mount Yale Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$294K Buy
1,636
+319
+24% +$56.2K 0.01% 985
2026
Q1
$250K Buy
+1,317
New +$267K 0.01% 971
2025
Q3
– Sell
-109
Closed -$34K – 1580
2025
Q2
$34K Buy
+109
New +$33K ﹤0.01% 928
2018
Q4
– Sell
-650
Closed -$79K – 777
2018
Q3
$79K Hold
650
– – 0.01% 514
2018
Q2
$70K Hold
650
– – 0.01% 564
2018
Q1
$68K Buy
+650
New +$64.9K 0.01% 559

Other funds holding VRSK

Mount Yale Investment Advisors's VRSK Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Verisk Analytics (VRSK) stake by 24% in Q2 2026, buying an estimated $56.2K and bringing the position to 1,636 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #985.

Mount Yale Investment Advisors first reported a position in VRSK in Q1 2018 and has held it in 6 quarters since. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Mount Yale Investment Advisors held 1,636 shares of Verisk Analytics worth $294K as of Q2 2026.
  • Mount Yale Investment Advisors bought 319 Verisk Analytics shares in Q2 2026, an estimated $56.2K.
  • Verisk Analytics made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #985 holding.
  • Mount Yale Investment Advisors first reported a position in Verisk Analytics in Q1 2018 and has held it in 6 quarters since.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.