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Physician Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Physician Wealth 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
Q2 		$8.26K Buy
46
+35
+318% +$6.16K ﹤0.01% 924
2026
Q1 		$2.09K Sell
11
-11
-50% -$2.23K ﹤0.01% 1335
2025
Q4 		$4.92K Sell
22
-46
-68% -$10.4K ﹤0.01% 976
2025
Q3 		$17.1K Buy
68
+61
+871% +$16.7K ﹤0.01% 612
2025
Q2 		$2.18K Buy
+7
New +$2.12K ﹤0.01% 1019

Other funds holding VRSK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Physician Wealth Advisors's VRSK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Verisk Analytics (VRSK) stake by 318% in Q2 2026, buying an estimated $6.16K and bringing the position to 46 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Physician Wealth Advisors first reported a position in VRSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.1K in Q3 2025. 373 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Physician Wealth Advisors held 46 shares of Verisk Analytics worth $8.26K as of Q2 2026.
  • Physician Wealth Advisors bought 35 Verisk Analytics shares in Q2 2026, an estimated $6.16K.
  • Verisk Analytics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #924 holding.
  • Physician Wealth Advisors first reported a position in Verisk Analytics in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Verisk Analytics position peaked at $17.1K in Q3 2025.
  • 373 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.