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TFC Financial Management’s Verisk Analytics VRSK Stock Holding History

TFC Financial Management’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 		$33.9K Sell
189
-123
-39% -$21.7K ﹤0.01% 329
2026
Q1 		$59.2K Sell
312
-70
-18% -$14.2K 0.01% 256
2025
Q4 		$85.5K Sell
382
-1
-0.3% -$226 0.01% 223
2025
Q3 		$96.4K Hold
383
– – 0.01% 206
2025
Q2 		$119K Hold
383
– – 0.02% 177
2025
Q1 		$114K Buy
383
+12
+3% +$3.46K 0.02% 179
2024
Q4 		$102K Sell
371
-78
-17% -$21.7K 0.02% 186
2024
Q3 		$120K Buy
449
+101
+29% +$27.3K 0.02% 171
2024
Q2 		$93.8K Sell
348
-1
-0.3% -$245 0.02% 183
2024
Q1 		$82.3K Buy
349
+1
+0.3% +$240 0.01% 193
2023
Q4 		$83.1K Hold
348
– – 0.02% 192
2023
Q3 		$82.2K Hold
348
– – 0.02% 181
2023
Q2 		$78.7K Hold
348
– – 0.02% 188
2023
Q1 		$66.8K Buy
348
+3
+0.9% +$543 0.02% 202
2022
Q4 		$60.9K Hold
345
– – 0.02% 190
2022
Q3 		$59K Hold
345
– – 0.02% 188
2022
Q2 		$60K Hold
345
– – 0.02% 191
2022
Q1 		$74K Hold
345
– – 0.02% 179
2021
Q4 		$79K Sell
345
-22
-6% -$4.8K 0.02% 185
2021
Q3 		$73K Hold
367
– – 0.02% 186
2021
Q2 		$64K Hold
367
– – 0.02% 184
2021
Q1 		$65K Hold
367
– – 0.03% 173
2020
Q4 		$76K Hold
367
– – 0.03% 166
2020
Q3 		$68K Buy
+367
New +$67.2K 0.03% 153

Other funds holding VRSK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TFC Financial Management's VRSK Position: Q2 2026 in Review

TFC Financial Management reduced its Verisk Analytics (VRSK) stake by 39% in Q2 2026, selling an estimated $21.7K and leaving 189 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

TFC Financial Management first reported a position in VRSK in Q3 2020 and has held it in 24 quarters since. The position peaked at $120K in Q3 2024. 382 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • TFC Financial Management held 189 shares of Verisk Analytics worth $33.9K as of Q2 2026.
  • TFC Financial Management sold 123 Verisk Analytics shares in Q2 2026, an estimated $21.7K.
  • Verisk Analytics made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #329 holding.
  • TFC Financial Management first reported a position in Verisk Analytics in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Verisk Analytics position peaked at $120K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.