Root Financial Partners
VRSK icon

Root Financial Partners’s Verisk Analytics VRSK Stock Holding History

Root Financial Partners’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 		$82.6K Buy
+492
New +$91.9K ﹤0.01% 836
2026
Q2 		– Sell
-155
Closed -$29.4K – 3120
2026
Q1 		$29.4K Sell
155
-311
-67% -$63.1K ﹤0.01% 1127
2025
Q4 		$104K Buy
466
+31
+7% +$7K 0.01% 453
2025
Q3 		$109K Sell
435
-717
-62% -$197K 0.01% 423
2025
Q2 		$359K Buy
+1,152
New +$349K 0.03% 164

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Amundi
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USS Investment Management
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Mawer Investment Management
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Bank of New York Mellon
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's VRSK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Verisk Analytics (VRSK) in Q3 2026: 492 shares worth $82.6K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VRSK as recently as Q1 2026.

Root Financial Partners first reported a position in VRSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $359K in Q2 2025. 562 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

  • Root Financial Partners held 492 shares of Verisk Analytics worth $82.6K as of Q3 2026.
  • Verisk Analytics was a new Root Financial Partners position in Q3 2026.
  • Verisk Analytics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #836 holding.
  • Root Financial Partners first reported a position in Verisk Analytics in Q2 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Verisk Analytics position peaked at $359K in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.