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Mowery & Schoenfeld Wealth Management’s Verisk Analytics VRSK Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-7
Closed -$1.57K – 489
2025
Q4 		$1.57K Buy
7
+2
+40% +$451 ﹤0.01% 411
2025
Q3 		$1.26K Hold
5
– – ﹤0.01% 353
2025
Q2 		$1.56K Hold
5
– – ﹤0.01% 341
2025
Q1 		$1.49K Hold
5
– – ﹤0.01% 396
2024
Q4 		$1.38K Buy
+5
New +$1.39K ﹤0.01% 429

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VRSK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 7 shares — an estimated $1.57K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VRSK in Q4 2024 and held it in 5 quarters. The position peaked at $1.57K in Q4 2025. 956 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 7 Verisk Analytics shares in Q1 2026, an estimated $1.57K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Verisk Analytics in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Verisk Analytics position peaked at $1.57K in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.