Whittier Trust’s Verisk Analytics VRSK Stock Holding History

Whittier Trust’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 Q3	$481K	Sell	2,708 -867	-24%	-$162K	﹤0.01%	482
2026 Q2	$671K	Sell	3,575 -250	-7%	-$44K	0.01%	444
2026 Q1	$707K	Sell	3,825 -731	-16%	-$148K	0.01%	400
2025 Q4	$1.01M	Buy	4,556 +130	+3%	+$29.3K	0.01%	343
2025 Q3	$1.1M	Buy	4,426 +39	+0.9%	+$10.7K	0.01%	329
2025 Q2	$1.37M	Buy	4,387 +49	+1%	+$14.9K	0.02%	339
2025 Q1	$1.29M	Sell	4,338 -115	-3%	-$33.1K	0.02%	344
2024 Q4	$1.23M	Buy	4,453 +212	+5%	+$59K	0.02%	357
2024 Q3	$1.14M	Buy	4,241 +58	+1%	+$15.7K	0.02%	362
2024 Q2	$1.13M	Buy	4,183 +688	+20%	+$168K	0.02%	343
2024 Q1	$824K	Buy	3,495 +17	+0.5%	+$4.08K	0.01%	396
2023 Q4	$831K	Sell	3,478 -378	-10%	-$89.5K	0.01%	385
2023 Q3	$911K	Buy	3,856 +273	+8%	+$64.3K	0.02%	362
2023 Q2	$810K	Sell	3,583 -1	-0%	-$210	0.01%	387
2023 Q1	$688K	Buy	3,584 +241	+7%	+$43.6K	0.01%	412
2022 Q4	$590K	Sell	3,343 -86	-3%	-$15.1K	0.01%	439
2022 Q3	$584K	Buy	3,429 +150	+5%	+$28K	0.01%	426
2022 Q2	$568K	Buy	3,279 +90	+3%	+$16.8K	0.01%	439
2022 Q1	$685K	Buy	3,189 +63	+2%	+$12.4K	0.01%	437
2021 Q4	$715K	Buy	3,126 +85	+3%	+$18.5K	0.01%	427
2021 Q3	$609K	Buy	3,041 +1,740	+134%	+$337K	0.01%	431
2021 Q2	$227K	Buy	1,301 +206	+19%	+$36.5K	﹤0.01%	625
2021 Q1	$194K	Buy	1,095 +269	+33%	+$49.3K	﹤0.01%	643
2020 Q4	$172K	Buy	826 +127	+18%	+$24.7K	﹤0.01%	622
2020 Q3	$129K	Buy	699 +23	+3%	+$4.21K	﹤0.01%	662
2020 Q2	$115K	Buy	676 +525	+348%	+$83K	﹤0.01%	651
2020 Q1	$21K	Buy	151 +141	+1,410%	+$22.1K	﹤0.01%	976
2019 Q4	$1K	Buy	+10	New	+$1.48K	﹤0.01%	1477
2018 Q3	–	Sell	-19	Closed	-$2K	–	1289
2018 Q2	$2K	Hold	19	–	–	﹤0.01%	1186
2018 Q1	$2K	Buy	+19	New	+$1.9K	﹤0.01%	1228
2016 Q4	–	Sell	-43	Closed	-$3K	–	1226
2016 Q3	$3K	Hold	43	–	–	﹤0.01%	1088
2016 Q2	$3K	Hold	43	–	–	﹤0.01%	1107
2016 Q1	$3K	Hold	43	–	–	﹤0.01%	1094
2015 Q4	$3K	Hold	43	–	–	﹤0.01%	1100
2015 Q3	$3K	Hold	43	–	–	﹤0.01%	1078
2015 Q2	$3K	Hold	43	–	–	﹤0.01%	1128
2015 Q1	$3K	Hold	43	–	–	﹤0.01%	1147
2014 Q4	$3K	Hold	43	–	–	﹤0.01%	1001
2014 Q3	$3K	Hold	43	–	–	﹤0.01%	987
2014 Q2	$3K	Hold	43	–	–	﹤0.01%	981
2014 Q1	$3K	Buy	+43	New	+$2.72K	﹤0.01%	1008

Other funds holding VRSK

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Whittier Trust's VRSK Position: Q3 2026 in Review

Whittier Trust reduced its Verisk Analytics (VRSK) stake by 24% in Q3 2026, selling an estimated $162K and leaving 2,708 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Whittier Trust first reported a position in VRSK in Q1 2014 and has held it in 41 quarters since. The position peaked at $1.37M in Q2 2025. 790 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

Whittier Trust held 2,708 shares of Verisk Analytics worth $481K as of Q3 2026.
Whittier Trust sold 867 Verisk Analytics shares in Q3 2026, an estimated $162K.
Verisk Analytics made up ﹤0.01% of Whittier Trust's portfolio in Q3 2026, its #482 holding.
Whittier Trust first reported a position in Verisk Analytics in Q1 2014 and has held it in 41 quarters since.
Whittier Trust's Verisk Analytics position peaked at $1.37M in Q2 2025.
790 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on Whittier Trust's 13F filing for Q3 2026, filed 12 Nov 2026.