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SYM Financial Corp’s Verisk Analytics VRSK Stock Holding History

SYM Financial Corp’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 		$412K Sell
2,294
-279
-11% -$49.1K 0.03% 186
2026
Q1 		$488K Sell
2,573
-61
-2% -$12.4K 0.05% 135
2025
Q4 		$589K Buy
2,634
+790
+43% +$178K 0.06% 107
2025
Q3 		$464K Buy
+1,844
New +$506K 0.05% 125

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Vanguard Portfolio Management
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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
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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

SYM Financial Corp's VRSK Position: Q2 2026 in Review

SYM Financial Corp reduced its Verisk Analytics (VRSK) stake by 11% in Q2 2026, selling an estimated $49.1K and leaving 2,294 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #186.

SYM Financial Corp first reported a position in VRSK in Q3 2025 and has held it in 4 quarters since. The position peaked at $589K in Q4 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • SYM Financial Corp held 2,294 shares of Verisk Analytics worth $412K as of Q2 2026.
  • SYM Financial Corp sold 279 Verisk Analytics shares in Q2 2026, an estimated $49.1K.
  • Verisk Analytics made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #186 holding.
  • SYM Financial Corp first reported a position in Verisk Analytics in Q3 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Verisk Analytics position peaked at $589K in Q4 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.