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

Private Wealth Management Group’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	$6.64K	Buy	37 +33	+825%	+$5.81K	﹤0.01%	726
2026 Q1	$759	Sell	4 -37	-90%	-$7.51K	﹤0.01%	1298
2025 Q4	$9.17K	Buy	41 +21	+105%	+$4.74K	﹤0.01%	537
2025 Q3	$5.03K	Sell	20 -2	-9%	-$549	﹤0.01%	792
2025 Q2	$6.85K	Buy	22 +10	+83%	+$3.03K	﹤0.01%	627
2025 Q1	$3.57K	Buy	12 +8	+200%	+$2.31K	﹤0.01%	854
2024 Q4	$1.1K	Hold	4	–	–	﹤0.01%	1273
2024 Q3	$1.07K	Hold	4	–	–	﹤0.01%	1264
2024 Q2	$1.08K	Hold	4	–	–	﹤0.01%	1257
2024 Q1	$943	Hold	4	–	–	﹤0.01%	1283
2023 Q4	$956	Buy	+4	New	+$947	﹤0.01%	1292

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Private Wealth Management Group increased its Verisk Analytics (VRSK) stake by 825% in Q2 2026, buying an estimated $5.81K and bringing the position to 37 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Private Wealth Management Group first reported a position in VRSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.17K in Q4 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Private Wealth Management Group held 37 shares of Verisk Analytics worth $6.64K as of Q2 2026.
Private Wealth Management Group bought 33 Verisk Analytics shares in Q2 2026, an estimated $5.81K.
Verisk Analytics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #726 holding.
Private Wealth Management Group first reported a position in Verisk Analytics in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Verisk Analytics position peaked at $9.17K in Q4 2025.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.