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Summit Financial’s Verisk Analytics VRSK Stock Holding History

Summit Financial’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 		$1.46M Sell
8,141
-21
-0.3% -$3.7K 0.02% 715
2026
Q1 		$1.55M Buy
8,162
+225
+3% +$45.7K 0.02% 642
2025
Q4 		$1.78M Buy
7,937
+2,536
+47% +$572K 0.03% 523
2025
Q3 		$1.36M Sell
5,401
-204
-4% -$56K 0.02% 567
2025
Q2 		$1.75M Buy
5,605
+6
+0.1% +$1.82K 0.04% 315
2025
Q1 		$1.67M Buy
5,599
+125
+2% +$36K 0.05% 285
2024
Q4 		$1.51M Buy
5,474
+329
+6% +$91.6K 0.05% 250
2024
Q3 		$1.38M Buy
5,145
+148
+3% +$40.1K 0.05% 217
2024
Q2 		$1.35M Buy
4,997
+563
+13% +$138K 0.06% 192
2024
Q1 		$1.05M Sell
4,434
-137
-3% -$32.9K 0.06% 181
2023
Q4 		$1.09M Buy
4,571
+139
+3% +$32.9K 0.07% 165
2023
Q3 		$1.05M Sell
4,432
-10
-0.2% -$2.36K 0.08% 157
2023
Q2 		$1M Sell
4,442
-240
-5% -$50.4K 0.07% 154
2023
Q1 		$898K Buy
4,682
+66
+1% +$12K 0.08% 127
2022
Q4 		$814K Buy
4,616
+98
+2% +$17.2K 0.08% 131
2022
Q3 		$771K Buy
4,518
+59
+1% +$11K 0.07% 129
2022
Q2 		$772K Sell
4,459
-189
-4% -$35.2K 0.07% 122
2022
Q1 		$998K Sell
4,648
-49
-1% -$9.66K 0.08% 119
2021
Q4 		$1.07M Buy
4,697
+77
+2% +$16.8K 0.08% 105
2021
Q3 		$925K Buy
+4,620
New +$895K 0.08% 87

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

Summit Financial's VRSK Position: Q2 2026 in Review

Summit Financial reduced its Verisk Analytics (VRSK) stake by 0.26% in Q2 2026, selling an estimated $3.7K and leaving 8,141 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #715.

Summit Financial first reported a position in VRSK in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q4 2025. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Summit Financial held 8,141 shares of Verisk Analytics worth $1.46M as of Q2 2026.
  • Summit Financial sold 21 Verisk Analytics shares in Q2 2026, an estimated $3.7K.
  • Verisk Analytics made up 0.02% of Summit Financial's portfolio in Q2 2026, its #715 holding.
  • Summit Financial first reported a position in Verisk Analytics in Q3 2021 and has held it in 20 quarters since.
  • Summit Financial's Verisk Analytics position peaked at $1.78M in Q4 2025.
  • 956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.