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James T. Borello RIA’s Verisk Analytics VRSK Stock Holding History

James T. Borello RIA’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 		$8.56K Sell
51
-22
-30% -$4.11K ﹤0.01% 644
2026
Q2 		$13.1K Buy
73
+31
+74% +$5.46K ﹤0.01% 518
2026
Q1 		$7.97K Sell
42
-10
-19% -$2.03K ﹤0.01% 627
2025
Q4 		$11.6K Buy
52
+43
+478% +$9.7K ﹤0.01% 378
2025
Q3 		$2.26K Buy
+9
New +$2.47K ﹤0.01% 705

Other funds holding VRSK

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

James T. Borello RIA's VRSK Position: Q3 2026 in Review

James T. Borello RIA reduced its Verisk Analytics (VRSK) stake by 30% in Q3 2026, selling an estimated $4.11K and leaving 51 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

James T. Borello RIA first reported a position in VRSK in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.1K in Q2 2026. 99 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

  • James T. Borello RIA held 51 shares of Verisk Analytics worth $8.56K as of Q3 2026.
  • James T. Borello RIA sold 22 Verisk Analytics shares in Q3 2026, an estimated $4.11K.
  • Verisk Analytics made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #644 holding.
  • James T. Borello RIA first reported a position in Verisk Analytics in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Verisk Analytics position peaked at $13.1K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.