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Sage Mountain Advisors’s Verisk Analytics VRSK Stock Holding History

Sage Mountain 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
Q1 		– Sell
-1,374
Closed -$307K – 553
2025
Q4 		$307K Buy
1,374
+260
+23% +$58.7K 0.02% 381
2025
Q3 		$280K Buy
1,114
+392
+54% +$108K 0.02% 383
2025
Q2 		$225K Buy
+722
New +$219K 0.01% 388

Other funds holding VRSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sage Mountain Advisors's VRSK Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1,374 shares — an estimated $307K sold.

Sage Mountain Advisors first reported a position in VRSK in Q2 2025 and held it in 3 quarters. The position peaked at $307K in Q4 2025. 952 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,374 Verisk Analytics shares in Q1 2026, an estimated $307K.
  • Sage Mountain Advisors first reported a position in Verisk Analytics in Q2 2025 and held it in 3 quarters.
  • Sage Mountain Advisors's Verisk Analytics position peaked at $307K in Q4 2025.
  • 952 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.