West Branch Capital’s Verisk Analytics VRSK Stock Holding History

West Branch Capital’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	–	Sell	-1	Closed	-$224	–	430
2025 Q4	$224	Sell	1 -27	-96%	-$6.09K	﹤0.01%	397
2025 Q3	$7.04K	Hold	28	–	–	﹤0.01%	310
2025 Q2	$8.72K	Hold	28	–	–	﹤0.01%	284
2025 Q1	$8.33K	Hold	28	–	–	﹤0.01%	301
2024 Q4	$7.71K	Hold	28	–	–	﹤0.01%	295
2024 Q3	$7.5K	Buy	28 +1	+4%	+$271	﹤0.01%	299
2024 Q2	$7.28K	Hold	27	–	–	﹤0.01%	299
2024 Q1	$6.37K	Hold	27	–	–	﹤0.01%	313
2023 Q4	$6.45K	Hold	27	–	–	﹤0.01%	313
2023 Q3	$6.38K	Hold	27	–	–	﹤0.01%	318
2023 Q2	$6.1K	Hold	27	–	–	﹤0.01%	328
2023 Q1	$5.18K	Hold	27	–	–	﹤0.01%	350
2022 Q4	$4.76K	Hold	27	–	–	﹤0.01%	350
2022 Q3	$5K	Hold	27	–	–	﹤0.01%	356
2022 Q2	$5K	Hold	27	–	–	﹤0.01%	342
2022 Q1	$6K	Hold	27	–	–	﹤0.01%	346
2021 Q4	$6K	Hold	27	–	–	﹤0.01%	375
2021 Q3	$5K	Hold	27	–	–	﹤0.01%	367
2021 Q2	$5K	Buy	+27	New	+$4.79K	﹤0.01%	383

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

West Branch Capital's VRSK Position: Q1 2026 in Review

West Branch Capital sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 1 share — an estimated $224 sold.

West Branch Capital first reported a position in VRSK in Q2 2021 and held it in 19 quarters. The position peaked at $8.72K in Q2 2025. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

West Branch Capital reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 1 Verisk Analytics share in Q1 2026, an estimated $224.
West Branch Capital first reported a position in Verisk Analytics in Q2 2021 and held it in 19 quarters.
West Branch Capital's Verisk Analytics position peaked at $8.72K in Q2 2025.
959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.