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Principia Wealth Advisory’s Verisk Analytics VRSK Stock Holding History

Principia Wealth Advisory’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 		$4.49K Buy
25
+12
+92% +$2.11K ﹤0.01% 387
2026
Q1 		$2.47K Buy
13
+2
+18% +$406 ﹤0.01% 458
2025
Q4 		$2.46K Sell
11
-132
-92% -$29.8K ﹤0.01% 405
2025
Q3 		$36K Buy
143
+134
+1,489% +$36.8K 0.02% 141
2025
Q2 		$2.8K Buy
9
+5
+125% +$1.52K ﹤0.01% 322
2025
Q1 		$1.16K Hold
4
– – ﹤0.01% 364
2024
Q4 		$1.1K Buy
+4
New +$1.11K ﹤0.01% 341

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

Principia Wealth Advisory's VRSK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Verisk Analytics (VRSK) stake by 92% in Q2 2026, buying an estimated $2.11K and bringing the position to 25 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Principia Wealth Advisory first reported a position in VRSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $36K in Q3 2025. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Principia Wealth Advisory held 25 shares of Verisk Analytics worth $4.49K as of Q2 2026.
  • Principia Wealth Advisory bought 12 Verisk Analytics shares in Q2 2026, an estimated $2.11K.
  • Verisk Analytics made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #387 holding.
  • Principia Wealth Advisory first reported a position in Verisk Analytics in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Verisk Analytics position peaked at $36K in Q3 2025.
  • 956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.