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Summit Trail Advisors’s Verisk Analytics VRSK Stock Holding History

Summit Trail 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
Q1 		$2.52M Buy
13,286
+6,943
+109% +$1.41M 0.04% 400
2025
Q4 		$1.42M Buy
6,343
+3,162
+99% +$714K 0.02% 621
2025
Q3 		$800K Sell
3,181
-159
-5% -$43.6K 0.01% 937
2025
Q2 		$1.04M Buy
3,340
+1,322
+66% +$401K 0.02% 465
2025
Q1 		$601K Buy
2,018
+947
+88% +$273K 0.02% 224
2024
Q4 		$295K Buy
1,071
+170
+19% +$47.3K 0.01% 295
2024
Q3 		$241K Buy
+901
New +$244K 0.01% 615
2018
Q4 		– Sell
-1,019
Closed -$123K – 226
2018
Q3 		$123K Buy
1,019
+69
+7% +$8.03K 0.03% 247
2018
Q2 		$102K Buy
+950
New +$101K 0.04% 212
2018
Q1 		– Sell
-2,219
Closed -$218K – 1624
2017
Q4 		$218K Buy
+2,219
New +$201K 0.03% 400

Other funds holding VRSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Trail Advisors's VRSK Position: Q1 2026 in Review

Summit Trail Advisors increased its Verisk Analytics (VRSK) stake by 109% in Q1 2026, buying an estimated $1.41M and bringing the position to 13,286 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #400.

Summit Trail Advisors first reported a position in VRSK in Q4 2017 and has held it in 10 quarters since. 952 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Summit Trail Advisors held 13,286 shares of Verisk Analytics worth $2.52M as of Q1 2026.
  • Summit Trail Advisors bought 6,943 Verisk Analytics shares in Q1 2026, an estimated $1.41M.
  • Verisk Analytics made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #400 holding.
  • Summit Trail Advisors first reported a position in Verisk Analytics in Q4 2017 and has held it in 10 quarters since.
  • 952 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.