SWP
VRSK icon

Sagespring Wealth Partners’s Verisk Analytics VRSK Stock Holding History

Sagespring Wealth 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
-1,639
Closed -$311K – 872
2026
Q1 		$311K Sell
1,639
-198
-11% -$40.2K 0.01% 643
2025
Q4 		$411K Sell
1,837
-184
-9% -$41.5K 0.01% 528
2025
Q3 		$508K Sell
2,021
-510
-20% -$140K 0.01% 451
2025
Q2 		$788K Buy
2,531
+99
+4% +$30K 0.02% 337
2025
Q1 		$724K Buy
2,432
+384
+19% +$111K 0.02% 308
2024
Q4 		$564K Buy
+2,048
New +$570K 0.01% 320

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

Sagespring Wealth Partners's VRSK Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 1,639 shares — an estimated $311K sold.

Sagespring Wealth Partners first reported a position in VRSK in Q4 2024 and held it in 6 quarters. The position peaked at $788K in Q2 2025. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,639 Verisk Analytics shares in Q2 2026, an estimated $311K.
  • Sagespring Wealth Partners first reported a position in Verisk Analytics in Q4 2024 and held it in 6 quarters.
  • Sagespring Wealth Partners's Verisk Analytics position peaked at $788K in Q2 2025.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.