SAG
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SageView Advisory Group’s Verisk Analytics VRSK Stock Holding History

SageView Advisory Group’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
-403
Closed -$90.2K – 2389
2025
Q4 		$90.2K Buy
+403
New +$90.9K ﹤0.01% 859

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SageView Advisory Group's VRSK Position: Q1 2026 in Review

SageView Advisory Group sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 403 shares — an estimated $90.2K sold.

SageView Advisory Group first reported a position in VRSK in Q4 2025 and held it in 1 quarter. The position peaked at $90.2K in Q4 2025. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • SageView Advisory Group reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 403 Verisk Analytics shares in Q1 2026, an estimated $90.2K.
  • SageView Advisory Group first reported a position in Verisk Analytics in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Verisk Analytics position peaked at $90.2K in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.