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Sowell Financial Services’s Verisk Analytics VRSK Stock Holding History

Sowell Financial Services’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
-1,225
Closed -$232K – 1228
2026
Q1 		$232K Sell
1,225
-80
-6% -$16.2K 0.01% 948
2025
Q4 		$292K Buy
1,305
+89
+7% +$20.1K 0.01% 847
2025
Q3 		$306K Sell
1,216
-352
-22% -$96.6K 0.01% 805
2025
Q2 		$488K Buy
1,568
+4
+0.3% +$1.21K 0.02% 616
2025
Q1 		$466K Buy
+1,564
New +$451K 0.02% 605
2021
Q2 		– Sell
-6,033
Closed -$1.06M – 2688
2021
Q1 		$1.06M Buy
6,033
+1,291
+27% +$236K 0.04% 404
2020
Q4 		$984K Buy
4,742
+761
+19% +$148K 0.04% 335
2020
Q3 		$738K Sell
3,981
-270
-6% -$49.4K 0.04% 370
2020
Q2 		$724K Sell
4,251
-5,634
-57% -$890K 0.04% 356
2020
Q1 		$1.38M Buy
9,885
+5,450
+123% +$854K 0.1% 201
2019
Q4 		$662K Buy
4,435
+2,264
+104% +$335K 0.05% 367
2019
Q3 		$343K Buy
+2,171
New +$337K 0.03% 500

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

Sowell Financial Services's VRSK Position: Q2 2026 in Review

Sowell Financial Services sold out of Verisk Analytics (VRSK) in Q2 2026, closing a stake of 1,225 shares — an estimated $232K sold.

Sowell Financial Services first reported a position in VRSK in Q3 2019 and held it in 12 quarters. The position peaked at $1.38M in Q1 2020. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Sowell Financial Services reported no remaining Verisk Analytics position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 1,225 Verisk Analytics shares in Q2 2026, an estimated $232K.
  • Sowell Financial Services first reported a position in Verisk Analytics in Q3 2019 and held it in 12 quarters.
  • Sowell Financial Services's Verisk Analytics position peaked at $1.38M in Q1 2020.
  • 956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.