VWA
VRSK icon

Valued Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

Valued 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 		$5.98K Hold
33
– – ﹤0.01% 413
2026
Q1 		$6.32K Hold
33
– – ﹤0.01% 356
2025
Q4 		$7.45K Hold
33
– – ﹤0.01% 251
2025
Q3 		$8.38K Hold
33
– – ﹤0.01% 236
2025
Q2 		$10.4K Hold
33
– – 0.01% 211
2025
Q1 		$9.91K Hold
33
– – 0.01% 226
2024
Q4 		$9.18K Sell
33
-3
-8% -$835 0.01% 242
2024
Q3 		$9.73K Buy
36
+3
+9% +$812 0.01% 210
2024
Q2 		$8.98K Sell
33
-7
-18% -$1.71K 0.01% 212
2024
Q1 		$9.5K Hold
40
– – 0.01% 189
2023
Q4 		$9.5K Buy
+40
New +$9.47K 0.01% 122

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's VRSK Position: Q2 2026 in Review

Valued Wealth Advisors held its Verisk Analytics (VRSK) position steady in Q2 2026 at 33 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Valued Wealth Advisors first reported a position in VRSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4K in Q2 2025. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Valued Wealth Advisors held 33 shares of Verisk Analytics worth $5.98K as of Q2 2026.
  • Valued Wealth Advisors left its Verisk Analytics share count unchanged in Q2 2026.
  • Verisk Analytics made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • Valued Wealth Advisors first reported a position in Verisk Analytics in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Verisk Analytics position peaked at $10.4K in Q2 2025.
  • 958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.