SYM Financial Corp
VRSK icon

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
Q3 		$380K Sell
2,261
-33
-1% -$6.16K 0.03% 221
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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Deutsche Bank
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Mawer Investment Management
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Bank of New York Mellon
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Barclays
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William Blair Investment Management
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GuardCap Asset Management
GuardCap Asset Management London, United Kingdom $1.47B AUM 10.92% 1-Year Est. Return

SYM Financial Corp's VRSK Position: Q3 2026 in Review

SYM Financial Corp reduced its Verisk Analytics (VRSK) stake by 1.4% in Q3 2026, selling an estimated $6.16K and leaving 2,261 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #221.

SYM Financial Corp first reported a position in VRSK in Q3 2025 and has held it in 5 quarters since. The position peaked at $589K in Q4 2025. 456 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

  • SYM Financial Corp held 2,261 shares of Verisk Analytics worth $380K as of Q3 2026.
  • SYM Financial Corp sold 33 Verisk Analytics shares in Q3 2026, an estimated $6.16K.
  • Verisk Analytics made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #221 holding.
  • SYM Financial Corp first reported a position in Verisk Analytics in Q3 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's Verisk Analytics position peaked at $589K in Q4 2025.
  • 456 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.