NewEdge Wealth, LLC VRSK — VERISK ANALYTICS INC

Ownership history in NewEdge Wealth, LLC  ·  15 quarters on record

AI Ownership Summary

NewEdge Wealth, LLC reported VERISK ANALYTICS INC (VRSK) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.49% in 2024 Q2. The latest visible filing shows VRSK at 0.01% 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 NewEdge Wealth, LLC'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
2025 Q4

VRSK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 NewEdge Wealth, LLC fund profile NewEdge Wealth, LLC full holdings
How NewEdge Wealth, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 96.1% -15.0% ✅ 3,692 -90,599 -96.1% 0.01% $826K 2026-02-14 (Est.) $180.75
2025 Q3 ADDED — — — 94,291 +1,637 +1.8% 0.29% $20.2M 2025-11-07 $213.67
2025 Q2 ADDED — — — 92,654 +2,586 +2.9% 0.38% $24.5M 2025-08-11 $265.74
2025 Q1 ADDED — — — 90,068 +866 +1.0% 0.49% $26.8M 2025-05-09 $307.11
2024 Q4 ADDED — — — 89,202 +4,166 +4.9% 0.43% $24.6M 2025-02-05 $288.94
2024 Q3 ADDED — — — 85,036 +1,811 +2.2% 0.41% $22.8M 2024-11-12 $284.86
2024 Q2 REDUCED — — — 83,225 -175 -0.2% 0.49% $22.4M 2024-08-02 $263.45
2024 Q1 ADDED — — — 83,400 +82,041 +6036.9% 0.44% $19.5M 2024-05-06 $238.59
2023 Q4 REDUCED 14.6% -2.4% ✅ 1,359 -232 -14.6% 0.01% $324K 2024-01-29 $240.86
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VRSK

As of 2026 Q1 — sorted by position size

GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 5.15% XXEC, Inc. 3Y 4.67% Clio Asset Management LLC 3.45% Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust 3.37% HARVEY INVESTMENT CO LLC 3Y 7Y 2.7% Midway Capital Research & Management 2.38% Titan Investment Management LLC 2.21% Evergreen Private Wealth LLC 2.16% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 1.97% Tandem Investment Advisors, Inc. 3Y 7Y 1.82%

FAQ About NewEdge Wealth, LLC and VRSK

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

How long has NewEdge Wealth, LLC reported owning VRSK?

NewEdge Wealth, LLC reported VRSK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VRSK position in NewEdge Wealth, LLC's portfolio?

The largest reported portfolio weight for VRSK was 0.49% in 2024 Q2.

What is the latest reported VRSK position on this page?

The most recent filing on this page is 2025 Q4, when NewEdge Wealth, LLC reported 3,692 shares, equal to 0.01% of portfolio, with an estimated market value of $826K.

What does the chart on this VRSK ownership page compare?

The chart compares NewEdge Wealth, LLC'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 NewEdge Wealth, LLC time their VRSK position?

Based on 13F filing dates vs. subsequent VRSK price moves, NewEdge Wealth, LLC correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on VRSK relative to SPY over the holding period was -16.2%.

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