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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
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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Root Financial Partners's VRSK Position: Q2 2026 in Review

Root Financial Partners sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 155 shares — an estimated $29.4K sold.

Root Financial Partners first reported a position in VRSK in Q2 2025 and held it in 4 quarters. The position peaked at $359K in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Root Financial Partners reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 155 Verisk Analytics shares in Q2 2026, an estimated $29.4K.
  • Root Financial Partners first reported a position in Verisk Analytics in Q2 2025 and held it in 4 quarters.
  • Root Financial Partners's Verisk Analytics position peaked at $359K in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.