VRSK · Company research
Verisk Analytics, Inc. (VRSK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Graticule Asia Macro Advisors LLC | 1619390 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1275 | 228901 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Gallacher Capital Management LLC | 1960749 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1123 | 201524 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Shelter Mutual Insurance Co | 1455288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39700 | 7127341 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WRIGHT INVESTORS SERVICE INC | 108572 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6427 | 1153839 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| America First Investment Advisors, LLC | 1308778 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130923 | 23504606 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHUFRO ROSE & CO LLC | 908195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11052 | 1984166 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SYCOMORE ASSET MANAGEMENT | 1728681 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24085 | 4133 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61267 | 10999264 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Signature Resources Capital Management, LLC | 1940917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 1257 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Wealthfront Advisers LLC | 1763921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58018 | 10415990 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| STANSBERRY ASSET MANAGEMENT, LLC | 1725910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62604 | 11239384 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101469 | 18216730 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HIGHLINE WEALTH PARTNERS LLC | 2042654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 3232 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Brookstone Capital Management | 1599584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3910 | 702019 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Spire Wealth Management | 1858740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 2335 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Commonwealth Financial Services, LLC | 1536755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1248 | 224053 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Curbstone Financial Management Corp | 1608057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7830 | 1405720 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SHELTON CAPITAL MANAGEMENT | 1002784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1521 | 273065 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68892 | 13025 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6920 | 1242412 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 8977 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sompo Asset Management Co., Ltd. | 1533504 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2360 | 423690 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MML INVESTORS SERVICES, LLC | 701059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31763 | 5702373 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Park Capital Management, LLC / WI | 1998000 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1243 | 223180 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129 | 23700 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1908 | 353654 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 898 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21325 | 3828478 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1984 | 375639 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HARBOUR INVESTMENTS, INC. | 810121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273 | 48926 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4612 | 847317 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10307 | 1850416 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37 | 6643 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Curated Wealth Partners LLC | 1781284 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11293 | 111011 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5672 | 1018294 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 1078 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 395662 | 71033199 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72 | 12930 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2751 | 493887 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Watchman Group, Inc. | 1748726 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2155 | 386888 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Resonant Capital Advisors, LLC | 1803236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2084 | 374141 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Revolve Wealth Partners, LLC | 1808992 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2089 | 375038 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53 | 9515 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Meiji Yasuda Life Insurance Co | 1144492 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2250 | 403943 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42200 | 7576166 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5128 | 920630 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5535 | 993699 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3773 | 677378 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Greykasell Wealth Strategies, Inc. | 2041220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 3770 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10900 | 1956877 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hutchens & Kramer Investment Management Group, LLC | 1920117 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1616 | 290120 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 2019084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3477 | 624146 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 3052 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Frec Markets, Inc. | 2111359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4435 | 796216 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22740 | 4082512 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ING GROEP NV | 1039765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22831 | 4098849 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORRIS PERNE & FRENCH LLP/MI | 1092290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81096 | 14559107 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40708 | 7308283 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72160 | 12955 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2312 | 415073 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 819 | 147052 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 294040 | 73403429 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 360 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1616 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Thrive Wealth Management, LLC | 1847610 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3622 | 650256 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2006 | 360 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Evergreen Private Wealth LLC | 2010098 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27943 | 5016607 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 7720 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3459 | 620994 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 3052 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8426 | 1598834 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Quotient Wealth Partners, LLC | 2004904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1534 | 275369 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15954 | 2864222 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51569 | 9258112 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 525927 | 94419674 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3365 | 604118 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BURKETT FINANCIAL SERVICES, LLC | 1762716 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 2880 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 311 | 55834 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37559 | 6742967 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9403 | 1688121 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.