PWP
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Phillips Wealth Planners’s Verisk Analytics VRSK Stock Holding History

Phillips Wealth Planners’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 		$267K Buy
1,387
+68
+5% +$12K 0.2% 169
2026
Q1 		$222K Buy
+1,319
New +$268K 0.17% 193

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Phillips Wealth Planners's VRSK Position: Q2 2026 in Review

Phillips Wealth Planners increased its Verisk Analytics (VRSK) stake by 5.2% in Q2 2026, buying an estimated $12K and bringing the position to 1,387 shares worth $267K. The position accounts for 0.2% of the portfolio, ranked #169.

Phillips Wealth Planners first reported a position in VRSK in Q1 2026 and has held it in 2 quarters since. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Phillips Wealth Planners held 1,387 shares of Verisk Analytics worth $267K as of Q2 2026.
  • Phillips Wealth Planners bought 68 Verisk Analytics shares in Q2 2026, an estimated $12K.
  • Verisk Analytics made up 0.2% of Phillips Wealth Planners's portfolio in Q2 2026, its #169 holding.
  • Phillips Wealth Planners first reported a position in Verisk Analytics in Q1 2026 and has held it in 2 quarters since.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.