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Secured Retirement Advisors’s Verisk Analytics VRSK Stock Holding History

Secured Retirement 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
Q2 		– Sell
-5,036
Closed -$956K – 155
2026
Q1 		$956K Buy
+5,036
New +$1.02M 0.54% 66

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Capital International Investors
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BAMCO Inc
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Morgan Stanley
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
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Secured Retirement Advisors's VRSK Position: Q2 2026 in Review

Secured Retirement Advisors sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 5,036 shares — an estimated $956K sold.

Secured Retirement Advisors first reported a position in VRSK in Q1 2026 and held it in 1 quarter. The position peaked at $956K in Q1 2026. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Secured Retirement Advisors reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Secured Retirement Advisors sold 5,036 Verisk Analytics shares in Q2 2026, an estimated $956K.
  • Secured Retirement Advisors first reported a position in Verisk Analytics in Q1 2026 and held it in 1 quarter.
  • Secured Retirement Advisors's Verisk Analytics position peaked at $956K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.