Western Pacific Wealth Management’s Verisk Analytics VRSK Stock Holding History

Western Pacific Wealth Management’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	$230K	Sell	1,282 -35	-3%	-$6.16K	0.21%	56
2026 Q1	$250K	Buy	1,317 +113	+9%	+$22.9K	0.25%	52
2025 Q4	$269K	Buy	1,204 +204	+20%	+$46K	0.26%	47
2025 Q3	$252K	Hold	1,000	–	–	0.25%	52
2025 Q2	$312K	Hold	1,000	–	–	0.3%	45
2025 Q1	$298K	Hold	1,000	–	–	0.27%	46
2024 Q4	$275K	Hold	1,000	–	–	0.22%	48
2024 Q3	$268K	Hold	1,000	–	–	0.18%	41
2024 Q2	$270K	Hold	1,000	–	–	0.2%	35
2024 Q1	$236K	Hold	1,000	–	–	0.17%	43
2023 Q4	$239K	Hold	1,000	–	–	0.17%	37
2023 Q3	$236K	Hold	1,000	–	–	0.19%	34
2023 Q2	$226K	Hold	1,000	–	–	0.17%	35
2023 Q1	$192K	Hold	1,000	–	–	0.15%	41
2022 Q4	$176K	Hold	1,000	–	–	0.15%	42
2022 Q3	$170K	Hold	1,000	–	–	0.17%	30
2022 Q2	$173K	Hold	1,000	–	–	0.17%	29
2022 Q1	$214K	Hold	1,000	–	–	0.16%	30
2021 Q4	$228K	Buy	+1,000	New	+$218K	0.15%	36

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 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

Western Pacific Wealth Management's VRSK Position: Q2 2026 in Review

Western Pacific Wealth Management reduced its Verisk Analytics (VRSK) stake by 2.7% in Q2 2026, selling an estimated $6.16K and leaving 1,282 shares worth $230K. The position accounts for 0.21% of the portfolio, ranked #56.

Western Pacific Wealth Management first reported a position in VRSK in Q4 2021 and has held it in 19 quarters since. The position peaked at $312K in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Western Pacific Wealth Management held 1,282 shares of Verisk Analytics worth $230K as of Q2 2026.
Western Pacific Wealth Management sold 35 Verisk Analytics shares in Q2 2026, an estimated $6.16K.
Verisk Analytics made up 0.21% of Western Pacific Wealth Management's portfolio in Q2 2026, its #56 holding.
Western Pacific Wealth Management first reported a position in Verisk Analytics in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's Verisk Analytics position peaked at $312K in Q2 2025.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.