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Twin Peaks Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Twin Peaks 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
Q1 		$28.5K Buy
+150
New +$30.4K 0.01% 593
2025
Q3 		– Sell
-112
Closed -$29.1K – 2083
2025
Q2 		$29.1K Buy
+112
New +$34K 0.01% 481

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Twin Peaks Wealth Advisors's VRSK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Verisk Analytics (VRSK) in Q1 2026: 150 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VRSK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VRSK in Q2 2025 and has held it in 2 quarters since. The position peaked at $29.1K in Q2 2025. 952 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 150 shares of Verisk Analytics worth $28.5K as of Q1 2026.
  • Verisk Analytics was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Verisk Analytics made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #593 holding.
  • Twin Peaks Wealth Advisors first reported a position in Verisk Analytics in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Verisk Analytics position peaked at $29.1K in Q2 2025.
  • 952 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.