Turtle Creek Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Turtle Creek Wealth Advisors’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	$408K	Sell	2,270 -48	-2%	-$8.45K	0.02%	304
2026 Q1	$440K	Buy	2,318 +444	+24%	+$90.1K	0.03%	251
2025 Q4	$419K	Buy	1,874 +406	+28%	+$91.6K	0.03%	246
2025 Q3	$369K	Buy	1,468 +440	+43%	+$121K	0.03%	248
2025 Q2	$320K	Buy	+1,028	New	+$312K	0.04%	212
2024 Q1	–	Sell	-84	Closed	-$20.1K	–	797
2023 Q4	$20.1K	Buy	+84	New	+$19.9K	0.01%	415

Other funds holding VRSK

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 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 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 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

Turtle Creek Wealth Advisors's VRSK Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Verisk Analytics (VRSK) stake by 2.1% in Q2 2026, selling an estimated $8.45K and leaving 2,270 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #304.

Turtle Creek Wealth Advisors first reported a position in VRSK in Q4 2023 and has held it in 6 quarters since. The position peaked at $440K in Q1 2026. 382 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Turtle Creek Wealth Advisors held 2,270 shares of Verisk Analytics worth $408K as of Q2 2026.
Turtle Creek Wealth Advisors sold 48 Verisk Analytics shares in Q2 2026, an estimated $8.45K.
Verisk Analytics made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #304 holding.
Turtle Creek Wealth Advisors first reported a position in Verisk Analytics in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's Verisk Analytics position peaked at $440K in Q1 2026.
382 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.