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Wealth Enhancement Advisory Services’s
Verisk Analytics
VRSK
Stock Holding History
Wealth Enhancement Advisory Services’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
$7.85M
Buy
44,220
+5,366
+14%
+$1.09M
0.02%
680
2025
Q4
$8.6M
Buy
38,854
+10,057
+35%
+$2.27M
0.01%
755
2025
Q3
$7.09M
Buy
28,797
+9,812
+52%
+$2.69M
0.01%
800
2025
Q2
$5.77M
Buy
18,985
+631
+3%
+$191K
0.01%
842
2025
Q1
$5.46M
Sell
18,354
-2,886
-14%
-$832K
0.01%
800
2024
Q4
$5.85M
Buy
21,240
+4,137
+24%
+$1.15M
0.01%
744
2024
Q3
$4.58M
Buy
17,103
+2,671
+19%
+$723K
0.01%
754
2024
Q2
$3.89M
Buy
14,432
+573
+4%
+$140K
0.01%
760
2024
Q1
$3.27M
Sell
13,859
-340
-2%
-$81.7K
0.01%
785
2023
Q4
$3.39M
Buy
14,199
+1,467
+12%
+$347K
0.01%
721
2023
Q3
$3.01M
Buy
+12,732
New
+$3M
0.01%
713
2020
Q3
–
Sell
-14,570
Closed
-$2.64M
–
246
2020
Q2
$2.64M
Buy
14,570
+6,326
+77%
+$1,000K
0.08%
99
2020
Q1
$1.25M
Buy
+8,244
New
+$1.29M
0.04%
156
2019
Q4
–
Sell
-11,826
Closed
-$1.86M
–
243
2019
Q3
$1.86M
Buy
+11,826
New
+$1.83M
0.07%
110
Other funds holding VRSK
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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