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

Mount Yale Investment 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	$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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mount Yale Investment Advisors's VRSK Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Verisk Analytics (VRSK) in Q1 2026: 1,317 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VRSK as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VRSK in Q1 2018 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

Mount Yale Investment Advisors held 1,317 shares of Verisk Analytics worth $250K as of Q1 2026.
Verisk Analytics was a new Mount Yale Investment Advisors position in Q1 2026.
Verisk Analytics made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #971 holding.
Mount Yale Investment Advisors first reported a position in Verisk Analytics in Q1 2018 and has held it in 5 quarters since.
955 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.