Williams Jones Wealth Management’s Verisk Analytics VRSK Stock Holding History

Williams Jones 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	$4.22M	Sell	23,525 -11,267	-32%	-$1.98M	0.05%	147
2026 Q1	$6.6M	Sell	34,792 -5,090	-13%	-$1.03M	0.08%	119
2025 Q4	$8.92M	Sell	39,882 -45,489	-53%	-$10.3M	0.1%	103
2025 Q3	$21.5M	Buy	85,371 +24,212	+40%	+$6.65M	0.25%	70
2025 Q2	$19.1M	Buy	61,159 +33,830	+124%	+$10.3M	0.23%	70
2025 Q1	$8.13M	Buy	27,329 +5,509	+25%	+$1.59M	0.1%	108
2024 Q4	$6.01M	Buy	21,820 +10,266	+89%	+$2.86M	0.07%	128
2024 Q3	$3.1M	Buy	11,554 +8,454	+273%	+$2.29M	0.04%	165
2024 Q2	$836K	Buy	3,100 +1	+0%	+$245	0.01%	272
2024 Q1	$731K	Buy	3,099 +1	+0%	+$240	0.01%	299
2023 Q4	$740K	Buy	+3,098	New	+$733K	0.01%	288
2019 Q4	–	Sell	-1,481	Closed	-$234K	–	462
2019 Q3	$234K	Buy	+1,481	New	+$230K	﹤0.01%	383

Other funds holding VRSK

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CGI

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Williams Jones Wealth Management's VRSK Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Verisk Analytics (VRSK) stake by 32% in Q2 2026, selling an estimated $1.98M and leaving 23,525 shares worth $4.22M. The position accounts for 0.05% of the portfolio, ranked #147.

Williams Jones Wealth Management first reported a position in VRSK in Q3 2019 and has held it in 12 quarters since. The position peaked at $21.5M in Q3 2025. 407 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Williams Jones Wealth Management held 23,525 shares of Verisk Analytics worth $4.22M as of Q2 2026.
Williams Jones Wealth Management sold 11,267 Verisk Analytics shares in Q2 2026, an estimated $1.98M.
Verisk Analytics made up 0.05% of Williams Jones Wealth Management's portfolio in Q2 2026, its #147 holding.
Williams Jones Wealth Management first reported a position in Verisk Analytics in Q3 2019 and has held it in 12 quarters since.
Williams Jones Wealth Management's Verisk Analytics position peaked at $21.5M in Q3 2025.
407 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.