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Regal Investment Advisors’s Verisk Analytics VRSK Stock Holding History

Regal Investment 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 		$573K Sell
3,192
-305
-9% -$53.7K 0.03% 436
2026
Q1 		$664K Buy
3,497
+1,181
+51% +$240K 0.04% 376
2025
Q4 		$518K Buy
2,316
+153
+7% +$34.5K 0.03% 416
2025
Q3 		$544K Buy
2,163
+252
+13% +$69.2K 0.04% 366
2025
Q2 		$595K Sell
1,911
-40
-2% -$12.1K 0.04% 322
2025
Q1 		$581K Buy
1,951
+161
+9% +$46.4K 0.05% 295
2024
Q4 		$493K Sell
1,790
-2
-0.1% -$557 0.04% 325
2024
Q3 		$480K Buy
1,792
+241
+16% +$65.2K 0.03% 362
2024
Q2 		$418K Buy
1,551
+151
+11% +$37K 0.03% 386
2024
Q1 		$330K Buy
1,400
+57
+4% +$13.7K 0.02% 437
2023
Q4 		$321K Buy
1,343
+150
+13% +$35.5K 0.02% 406
2023
Q3 		$282K Buy
1,193
+109
+10% +$25.7K 0.02% 401
2023
Q2 		$245K Buy
+1,084
New +$228K 0.02% 436

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

Regal Investment Advisors's VRSK Position: Q2 2026 in Review

Regal Investment Advisors reduced its Verisk Analytics (VRSK) stake by 8.7% in Q2 2026, selling an estimated $53.7K and leaving 3,192 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #436.

Regal Investment Advisors first reported a position in VRSK in Q2 2023 and has held it in 13 quarters since. The position peaked at $664K in Q1 2026. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Regal Investment Advisors held 3,192 shares of Verisk Analytics worth $573K as of Q2 2026.
  • Regal Investment Advisors sold 305 Verisk Analytics shares in Q2 2026, an estimated $53.7K.
  • Verisk Analytics made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #436 holding.
  • Regal Investment Advisors first reported a position in Verisk Analytics in Q2 2023 and has held it in 13 quarters since.
  • Regal Investment Advisors's Verisk Analytics position peaked at $664K in Q1 2026.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.