True Wealth Design’s Verisk Analytics VRSK Stock Holding History

True Wealth Design’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	$25.1K	Sell	140 -17	-11%	-$2.99K	0.01%	734
2026 Q1	$29.8K	Buy	157 +68	+76%	+$13.8K	0.01%	559
2025 Q4	$19.9K	Buy	89 +58	+187%	+$13.1K	0.01%	607
2025 Q3	$7.85K	Buy	31 +10	+48%	+$2.75K	﹤0.01%	921
2025 Q2	$6.6K	Buy	21 +4	+24%	+$1.21K	﹤0.01%	709
2025 Q1	$5.12K	Buy	17 +7	+70%	+$2.02K	﹤0.01%	684
2024 Q4	$2.81K	Buy	10 +2	+25%	+$557	﹤0.01%	657
2024 Q3	$2.14K	Hold	8	–	–	﹤0.01%	766
2024 Q2	$2.16K	Buy	8 +1	+14%	+$245	﹤0.01%	356
2024 Q1	$1.65K	Buy	7 +3	+75%	+$721	﹤0.01%	373
2023 Q4	$956	Hold	4	–	–	﹤0.01%	366
2023 Q3	$945	Hold	4	–	–	﹤0.01%	326
2023 Q2	$905	Buy	4 +1	+33%	+$210	﹤0.01%	340
2023 Q1	$576	Hold	3	–	–	﹤0.01%	493
2022 Q4	$529	Buy	+3	New	+$527	﹤0.01%	443

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

True Wealth Design's VRSK Position: Q2 2026 in Review

True Wealth Design reduced its Verisk Analytics (VRSK) stake by 11% in Q2 2026, selling an estimated $2.99K and leaving 140 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #734.

True Wealth Design first reported a position in VRSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.8K in Q1 2026. 956 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

True Wealth Design held 140 shares of Verisk Analytics worth $25.1K as of Q2 2026.
True Wealth Design sold 17 Verisk Analytics shares in Q2 2026, an estimated $2.99K.
Verisk Analytics made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #734 holding.
True Wealth Design first reported a position in Verisk Analytics in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Verisk Analytics position peaked at $29.8K in Q1 2026.
956 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.