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Sequoia Financial Advisors’s Verisk Analytics VRSK Stock Holding History

Sequoia Financial 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 		$839K Buy
4,674
+942
+25% +$166K ﹤0.01% 1030
2026
Q1 		$708K Sell
3,732
-2,328
-38% -$472K ﹤0.01% 1064
2025
Q4 		$1.36M Buy
6,060
+2,815
+87% +$635K 0.01% 741
2025
Q3 		$816K Buy
3,245
+51
+2% +$14K 0.01% 886
2025
Q2 		$995K Buy
3,194
+555
+21% +$168K 0.01% 689
2025
Q1 		$785K Buy
2,639
+359
+16% +$103K 0.01% 703
2024
Q4 		$628K Buy
2,280
+408
+22% +$114K 0.01% 729
2024
Q3 		$502K Buy
1,872
+134
+8% +$36.3K 0.01% 746
2024
Q2 		$468K Sell
1,738
-49
-3% -$12K 0.01% 710
2024
Q1 		$421K Sell
1,787
-669
-27% -$161K 0.01% 743
2023
Q4 		$587K Buy
2,456
+1,315
+115% +$311K 0.01% 691
2023
Q3 		$270K Buy
1,141
+42
+4% +$9.9K ﹤0.01% 731
2023
Q2 		$248K Sell
1,099
-7
-0.6% -$1.47K ﹤0.01% 765
2023
Q1 		$212K Buy
+1,106
New +$200K ﹤0.01% 748

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's VRSK Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Verisk Analytics (VRSK) stake by 25% in Q2 2026, buying an estimated $166K and bringing the position to 4,674 shares worth $839K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Sequoia Financial Advisors first reported a position in VRSK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2025. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Sequoia Financial Advisors held 4,674 shares of Verisk Analytics worth $839K as of Q2 2026.
  • Sequoia Financial Advisors bought 942 Verisk Analytics shares in Q2 2026, an estimated $166K.
  • Verisk Analytics made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1030 holding.
  • Sequoia Financial Advisors first reported a position in Verisk Analytics in Q1 2023 and has held it in 14 quarters since.
  • Sequoia Financial Advisors's Verisk Analytics position peaked at $1.36M in Q4 2025.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.