Next Level Wealth Planning’s Verisk Analytics VRSK Stock Holding History

Next Level Wealth Planning’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 Q3	$96.2K	Buy	+573	New	+$107K	0.04%	118

Other funds holding VRSK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return

Next Level Wealth Planning's VRSK Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Verisk Analytics (VRSK) in Q3 2026: 573 shares worth $96.2K. The stake represents 0.04% of the portfolio and ranks #118 among its holdings.

456 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

Next Level Wealth Planning held 573 shares of Verisk Analytics worth $96.2K as of Q3 2026.
Verisk Analytics was a new Next Level Wealth Planning position in Q3 2026.
Verisk Analytics made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #118 holding.
456 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.