RAFFA WEALTH MANAGEMENT, LLC’s Verisk Analytics VRSK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$3.77K	Sell	21 -14	-40%	-$2.47K	﹤0.01%	658
2026 Q1	$6.64K	Buy	35 +1	+3%	+$203	﹤0.01%	474
2025 Q4	$7.61K	Sell	34 -57	-63%	-$12.9K	﹤0.01%	430
2025 Q3	$22.9K	Hold	91	–	–	﹤0.01%	247
2025 Q2	$28.3K	Buy	91 +57	+168%	+$17.3K	0.01%	221
2025 Q1	$10.1K	Hold	34	–	–	﹤0.01%	315
2024 Q4	$9.37K	Hold	34	–	–	﹤0.01%	339
2024 Q3	$9.11K	Sell	34 -75	-69%	-$20.3K	﹤0.01%	321
2024 Q2	$29.4K	Hold	109	–	–	0.01%	252
2024 Q1	$25.7K	Buy	109 +82	+304%	+$19.7K	0.01%	262
2023 Q4	$6.45K	Hold	27	–	–	﹤0.01%	357
2023 Q3	$6.38K	Hold	27	–	–	﹤0.01%	342
2023 Q2	$6.1K	Hold	27	–	–	﹤0.01%	355
2023 Q1	$5.18K	Hold	27	–	–	﹤0.01%	399
2022 Q4	$4.76K	Hold	27	–	–	﹤0.01%	399
2022 Q3	$4.6K	Sell	27 -3	-10%	-$561	﹤0.01%	403
2022 Q2	$5.19K	Buy	30 +3	+11%	+$559	﹤0.01%	379
2022 Q1	$5.79K	Hold	27	–	–	﹤0.01%	382
2021 Q4	$6.18K	Hold	27	–	–	﹤0.01%	382
2021 Q3	$5.41K	Hold	27	–	–	﹤0.01%	364
2021 Q2	$4.72K	Hold	27	–	–	﹤0.01%	390
2021 Q1	$4.77K	Buy	27 +5	+23%	+$916	﹤0.01%	413
2020 Q4	$4.57K	Hold	22	–	–	﹤0.01%	378
2020 Q3	$4.08K	Buy	22 +4	+22%	+$732	﹤0.01%	362
2020 Q2	$3.06K	Hold	18	–	–	﹤0.01%	394
2020 Q1	$2.51K	Buy	18 +5	+38%	+$784	﹤0.01%	383
2019 Q4	$1.94K	Hold	13	–	–	﹤0.01%	407
2019 Q3	$2.06K	Buy	+13	New	+$2.02K	﹤0.01%	384
2019 Q2	–	Sell	-13	Closed	-$1.73K	–	1381
2019 Q1	$1.73K	Hold	13	–	–	﹤0.01%	387
2018 Q4	$1.42K	Hold	13	–	–	﹤0.01%	419
2018 Q3	$1.57K	Hold	13	–	–	﹤0.01%	444
2018 Q2	$1.4K	Hold	13	–	–	﹤0.01%	443
2018 Q1	$1.35K	Buy	+13	New	+$1.3K	﹤0.01%	426
2017 Q1	–	Sell	-8	Closed	-$649	–	847
2016 Q4	$649	Hold	8	–	–	﹤0.01%	631
2016 Q3	$650	Hold	8	–	–	﹤0.01%	600
2016 Q2	$649	Hold	8	–	–	﹤0.01%	570
2016 Q1	$639	Hold	8	–	–	﹤0.01%	579
2015 Q4	$615	Hold	8	–	–	﹤0.01%	585
2015 Q3	$591	Hold	8	–	–	﹤0.01%	590
2015 Q2	$582	Hold	8	–	–	﹤0.01%	619
2015 Q1	$571	Sell	8 -151	-95%	-$10.2K	﹤0.01%	646
2014 Q4	$10.2K	Hold	159	–	–	0.01%	138
2014 Q3	$9.68K	Buy	159 +8	+5%	+$499	0.01%	146
2014 Q2	$9.06K	Buy	151 +28	+23%	+$1.67K	0.01%	150
2014 Q1	$7.38K	Sell	123 -36	-23%	-$2.28K	0.01%	158
2013 Q4	$10.2K	Buy	+159	New	+$10.4K	0.01%	138

Other funds holding VRSK

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VRSK Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Verisk Analytics (VRSK) stake by 40% in Q2 2026, selling an estimated $2.47K and leaving 21 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VRSK in Q4 2013 and has held it in 46 quarters since. The position peaked at $29.4K in Q2 2024. 265 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 21 shares of Verisk Analytics worth $3.77K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 14 Verisk Analytics shares in Q2 2026, an estimated $2.47K.
Verisk Analytics made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #658 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Verisk Analytics in Q4 2013 and has held it in 46 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Verisk Analytics position peaked at $29.4K in Q2 2024.
265 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.