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VRSK icon

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
Q3 		$40.6K Buy
242
+102
+73% +$19K 0.01% 584
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

True Wealth Design's VRSK Position: Q3 2026 in Review

True Wealth Design increased its Verisk Analytics (VRSK) stake by 73% in Q3 2026, buying an estimated $19K and bringing the position to 242 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #584.

True Wealth Design first reported a position in VRSK in Q4 2022 and has held it in 16 quarters since. 86 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

  • True Wealth Design held 242 shares of Verisk Analytics worth $40.6K as of Q3 2026.
  • True Wealth Design bought 102 Verisk Analytics shares in Q3 2026, an estimated $19K.
  • Verisk Analytics made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #584 holding.
  • True Wealth Design first reported a position in Verisk Analytics in Q4 2022 and has held it in 16 quarters since.
  • 86 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.