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Private Wealth Asset Management’s Verisk Analytics VRSK Stock Holding History

Private Wealth Asset Management’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 		– Sell
-9
Closed -$1.71K – 971
2026
Q1 		$1.71K Hold
9
– – ﹤0.01% 854
2025
Q4 		$2.01K Sell
9
-25
-74% -$5.64K ﹤0.01% 834
2025
Q3 		$8.55K Sell
34
-47
-58% -$12.9K ﹤0.01% 674
2025
Q2 		$25.2K Hold
81
– – ﹤0.01% 505
2025
Q1 		$24.1K Buy
+81
New +$23.3K ﹤0.01% 487

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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

Private Wealth Asset Management's VRSK Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 9 shares — an estimated $1.71K sold.

Private Wealth Asset Management first reported a position in VRSK in Q1 2025 and held it in 5 quarters. The position peaked at $25.2K in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Private Wealth Asset Management reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 9 Verisk Analytics shares in Q2 2026, an estimated $1.71K.
  • Private Wealth Asset Management first reported a position in Verisk Analytics in Q1 2025 and held it in 5 quarters.
  • Private Wealth Asset Management's Verisk Analytics position peaked at $25.2K in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.