Pinnacle Wealth Planning Services’s Verisk Analytics VRSK Stock Holding History

Pinnacle Wealth Planning Services’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	$74.2K	Sell	442 -19	-4%	-$3.55K	0.01%	1043
2026 Q2	$82.8K	Sell	461 -191	-29%	-$33.6K	0.01%	972
2026 Q1	$124K	Buy	652 +48	+8%	+$9.7K	0.01%	688
2025 Q4	$135K	Buy	+604	New	+$136K	0.01%	630
2025 Q3	–	Sell	-754	Closed	-$235K	–	512
2025 Q2	$235K	Buy	754 +70	+10%	+$21.2K	0.03%	374
2025 Q1	$204K	Buy	+684	New	+$197K	0.03%	363
2024 Q4	–	Sell	-832	Closed	-$223K	–	560
2024 Q3	$223K	Sell	832 -18	-2%	-$4.87K	0.03%	421
2024 Q2	$229K	Hold	850	–	–	0.03%	372
2024 Q1	$200K	Sell	850 -1	-0.1%	-$240	0.03%	435
2023 Q4	$203K	Sell	851 -1	-0.1%	-$237	0.03%	405
2023 Q3	$201K	Buy	+852	New	+$201K	0.03%	370
2021 Q1	–	Sell	-573	Closed	-$119K	–	1905
2020 Q4	$119K	Buy	+573	New	+$111K	0.03%	408

Other funds holding VRSK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Pinnacle Wealth Planning Services's VRSK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Verisk Analytics (VRSK) stake by 4.1% in Q3 2026, selling an estimated $3.55K and leaving 442 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #1043.

Pinnacle Wealth Planning Services first reported a position in VRSK in Q4 2020 and has held it in 12 quarters since. The position peaked at $235K in Q2 2025. 664 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

Pinnacle Wealth Planning Services held 442 shares of Verisk Analytics worth $74.2K as of Q3 2026.
Pinnacle Wealth Planning Services sold 19 Verisk Analytics shares in Q3 2026, an estimated $3.55K.
Verisk Analytics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1043 holding.
Pinnacle Wealth Planning Services first reported a position in Verisk Analytics in Q4 2020 and has held it in 12 quarters since.
Pinnacle Wealth Planning Services's Verisk Analytics position peaked at $235K in Q2 2025.
664 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.