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United Capital Financial Advisors’s Verisk Analytics VRSK Stock Holding History

United Capital Financial 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 		$974K Buy
5,423
+853
+19% +$150K 0.01% 809
2026
Q1 		$867K Buy
4,570
+614
+16% +$125K 0.01% 814
2025
Q4 		$885K Buy
3,956
+1,174
+42% +$265K 0.01% 781
2025
Q3 		$700K Sell
2,782
-259
-9% -$71.1K 0.01% 758
2025
Q2 		$947K Buy
3,041
+104
+4% +$31.5K 0.01% 602
2025
Q1 		$874K Buy
2,937
+46
+2% +$13.3K 0.01% 597
2024
Q4 		$796K Buy
2,891
+103
+4% +$28.7K 0.01% 607
2024
Q3 		$747K Sell
2,788
-187
-6% -$50.6K 0.01% 612
2024
Q2 		$802K Buy
2,975
+301
+11% +$73.7K 0.01% 581
2024
Q1 		$630K Sell
2,674
-199
-7% -$47.8K 0.01% 675
2023
Q4 		$686K Buy
2,873
+1,766
+160% +$418K 0.01% 647
2023
Q3 		$262K Sell
1,107
-117
-10% -$27.6K ﹤0.01% 752
2023
Q2 		$277K Sell
1,224
-264
-18% -$55.4K ﹤0.01% 783
2023
Q1 		$286K Buy
1,488
+5
+0.3% +$906 ﹤0.01% 838
2022
Q4 		$262K Sell
1,483
-392
-21% -$68.9K ﹤0.01% 919
2022
Q3 		$320K Buy
1,875
+11
+0.6% +$2.06K ﹤0.01% 890
2022
Q2 		$323K Sell
1,864
-160,359
-99% -$29.9M ﹤0.01% 918
2022
Q1 		$34.8M Sell
162,223
-1,339
-0.8% -$264K 0.17% 126
2021
Q4 		$37.4M Buy
163,562
+2,639
+2% +$576K 0.17% 125
2021
Q3 		$32.2M Buy
160,923
+5,258
+3% +$1.02M 0.16% 130
2021
Q2 		$27.2M Buy
155,665
+11,675
+8% +$2.07M 0.14% 159
2021
Q1 		$25.4M Buy
143,990
+15,305
+12% +$2.8M 0.14% 156
2020
Q4 		$26.7M Buy
+128,685
New +$25M 0.16% 143
2020
Q1 		– Sell
-1,763
Closed -$263K – 1378
2019
Q4 		$263K Sell
1,763
-25,990
-94% -$3.85M ﹤0.01% 1189
2019
Q3 		$4.39M Buy
27,753
+904
+3% +$140K 0.03% 435
2019
Q2 		$3.93M Buy
26,849
+2,471
+10% +$348K 0.03% 467
2019
Q1 		$3.24M Buy
24,378
+3,750
+18% +$456K 0.02% 494
2018
Q4 		$2.25M Buy
+20,628
New +$2.41M 0.02% 534

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

United Capital Financial Advisors's VRSK Position: Q2 2026 in Review

United Capital Financial Advisors increased its Verisk Analytics (VRSK) stake by 19% in Q2 2026, buying an estimated $150K and bringing the position to 5,423 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #809.

United Capital Financial Advisors first reported a position in VRSK in Q4 2018 and has held it in 28 quarters since. The position peaked at $37.4M in Q4 2021. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • United Capital Financial Advisors held 5,423 shares of Verisk Analytics worth $974K as of Q2 2026.
  • United Capital Financial Advisors bought 853 Verisk Analytics shares in Q2 2026, an estimated $150K.
  • Verisk Analytics made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #809 holding.
  • United Capital Financial Advisors first reported a position in Verisk Analytics in Q4 2018 and has held it in 28 quarters since.
  • United Capital Financial Advisors's Verisk Analytics position peaked at $37.4M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.