APPLETON PARTNERS INC/MA VRSK — VERISK ANALYTICS INC

Ownership history in APPLETON PARTNERS INC/MA  ·  13 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported VERISK ANALYTICS INC (VRSK) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.02% in 2025 Q1. The latest visible filing shows VRSK at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA's position in VERISK ANALYTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VRSK was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VRSK stock page APPLETON PARTNERS INC/MA fund profile APPLETON PARTNERS INC/MA full holdings
How APPLETON PARTNERS INC/MA held VRSK — position size vs. price
% of Fund (quarterly)    VRSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 42,860 -2,313 -5.1% 0.47% $8K 2026-07-21 $195.25
2026 Q1 REDUCED — — — 45,173 -2,049 -4.3% 0.60% $9K 2026-04-28 $176.18
2025 Q4 ADDED — — — 47,222 +4,084 +9.5% 0.70% $10.6M 2026-01-09 $223.69
2025 Q3 ADDED — — — 43,138 +414 +1.0% 0.73% $10.8M 2025-11-05 $212.49
2025 Q2 REDUCED — — — 42,724 -1,413 -3.2% 0.94% $13.3M 2025-07-22 $295.44
2025 Q1 REDUCED — — — 44,137 -44 -0.1% 1.02% $13.1M 2025-04-22 $289.65
2024 Q4 ADDED — — — 44,181 +261 +0.6% 0.90% $12.2M 2025-01-28 $278.48
2024 Q3 ADDED — — — 43,920 +90 +0.2% 0.87% $11.8M 2024-10-01 $265.04
2024 Q2 ADDED — — — 43,830 +1,093 +2.6% 0.91% $11.8M 2024-07-02 $268.35
2024 Q1 ADDED — — — 42,737 +985 +2.4% 0.78% $10.1M 2024-04-01 $229.01
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VRSK

As of 2026 Q2 — sorted by position size

HARVEY INVESTMENT CO LLC 3Y 7Y 2.5% Midway Capital Research & Management 1.96% RIVERBRIDGE PARTNERS LLC 3Y 7Y 1.37% NORRIS PERNE & FRENCH LLP/MI 3Y 7Y 0.85% ISTHMUS PARTNERS, LLC 3Y 7Y 0.74% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 0.73% Ninety One SA (PTY) Ltd 3Y 7Y 0.48% Worthington Financial Partners, LLC 0.48% SYCOMORE ASSET MANAGEMENT 3Y 7Y 0.44% Community Financial Services Group, LLC 3Y 7Y 0.44%

FAQ About APPLETON PARTNERS INC/MA and VRSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has APPLETON PARTNERS INC/MA reported owning VRSK?

APPLETON PARTNERS INC/MA reported VRSK across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VRSK position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for VRSK was 1.02% in 2025 Q1.

What is the latest reported VRSK position on this page?

The most recent filing on this page is 2026 Q2, when APPLETON PARTNERS INC/MA reported 42,860 shares, equal to 0.47% of portfolio, with an estimated market value of $8K.

What does the chart on this VRSK ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly VRSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did APPLETON PARTNERS INC/MA time their VRSK position?

Based on 13F filing dates vs. subsequent VRSK price moves, APPLETON PARTNERS INC/MA correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on VRSK relative to SPY over the holding period was -20.5%.

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