Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

VERISK ANALYTICS INC · COM · quarter ended 2026-03-31 · 14 members disclosed VRSK ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 748 holders are listed, largest first: 748
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $22.6B
holders whose share count rose or who opened the position (new + add), by shares: 361
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 161

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of VRSK ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.3B	11,877,686	−617,131	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.7B	9,014,822	—	NO PRIOR
3	ALLIANCEBERNSTEIN L.P.	$1.6B	7,240,310	+1,710,895	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	6,583,203	—	NO PRIOR
5	Capital International Investors	$1.2B	6,129,636	+2,865,313	ADD
6	STATE STREET CORP	$1.1B	6,017,238	−59,492	TRIM
7	MORGAN STANLEY	$890M	4,689,138	+774,914	ADD
8	GEODE CAPITAL MANAGEMENT, LLC	$816M	4,270,308	+149,089	ADD
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$503M	2,543,490	+640,068	ADD
10	BAMCO INC /NY/	$477M	2,511,976	+1,209,365	ADD
11	CITADEL ADVISORS LLC	$379M	1,997,194	+1,417,985	ADD
12	Invesco Ltd.	$372M	1,962,667	+151,526	ADD
13	PARNASSUS INVESTMENTS, LLC	$334M	1,760,761	−54,299	TRIM
14	NORTHERN TRUST CORP	$311M	1,638,107	+2,318	ADD
15	TWO SIGMA INVESTMENTS, LP	$299M	1,575,413	+650,726	ADD
16	PRINCIPAL FINANCIAL GROUP INC	$297M	1,567,509	+405,824	ADD
17	Focus Partners Wealth	$275M	1,449,643	+1,411,367	ADD
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$269M	1,418,002	+38,593	ADD
19	Legal & General Group Plc	$230M	1,211,792	−5,563	TRIM
20	D. E. Shaw & Co., Inc.	$228M	1,200,419	−1,878,558	TRIM
21	DIMENSIONAL FUND ADVISORS LP	$217M	1,141,302	−51,660	TRIM
22	BANK OF AMERICA CORP /DE/	$190M	1,001,679	−5,004	TRIM
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$167M	881,037	+27,770	ADD
24	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$162M	853,167	+853,167	NEW
25	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$161M	847,128	+79,369	ADD
26	Bank of New York Mellon Corp	$155M	817,592	+2,639	ADD
27	DEUTSCHE BANK AG\	$151M	795,025	−25,271	TRIM
28	VANGUARD FIDUCIARY TRUST CO	$151M	794,795	—	NO PRIOR
29	COMGEST GLOBAL INVESTORS S.A.S.	$151M	794,599	+100,478	ADD
30	TD ASSET MANAGEMENT INC	$143M	754,759	+75,469	ADD
31	Nuveen, LLC	$143M	754,198	+325,207	ADD
32	Amundi	$135M	710,214	−494,514	TRIM
33	AMERIPRISE FINANCIAL INC	$126M	667,300	−684,049	TRIM
34	USS Investment Management Ltd	$122M	643,035	−137,584	TRIM
35	RAYMOND JAMES FINANCIAL INC	$118M	619,884	+101,973	ADD
36	FRANKLIN RESOURCES INC	$112M	587,738	−314,156	TRIM
37	ENVESTNET ASSET MANAGEMENT INC	$106M	559,276	+82,415	ADD
38	UBS Group AG	$105M	555,370	−26,486	TRIM
39	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$104M	547,504	+147,953	ADD
40	JENSEN INVESTMENT MANAGEMENT INC	$91.4M	481,494	+35,898	ADD
41	AQR CAPITAL MANAGEMENT LLC	$90.3M	476,805	−799,890	TRIM
42	GUARDCAP ASSET MANAGEMENT Ltd	$90.0M	472,853	−26,824	TRIM
43	Epoch Investment Partners, Inc.	$86.2M	454,147	+62,846	ADD
44	RENAISSANCE TECHNOLOGIES LLC	$83.6M	440,420	+410,240	ADD
45	Navera Investment Management Ltd.	$80.3M	423,430	−17,175	TRIM
46	Select Equity Group, L.P.	$79.9M	420,868	+420,868	NEW
47	WELLS FARGO & COMPANY/MN	$79.0M	416,191	+119,870	ADD
48	Stonehage Fleming Financial Services Holdings Ltd	$78.1M	411,724	−259,410	TRIM
49	Swiss National Bank	$77.6M	409,020	+26,200	ADD
50	BARCLAYS PLC	$77.2M	406,865	−289,554	TRIM
51	Stephens Investment Management Group LLC	$75.4M	397,444	+49,248	ADD
52	ROYAL BANK OF CANADA	$74.8M	394,230	−169,931	TRIM
53	BLAIR WILLIAM & CO/IL	$72.1M	380,106	−6,214	TRIM
54	Vontobel Holding Ltd.	$71.8M	378,637	−55,409	TRIM
55	FMR LLC	$71.3M	375,580	−2,217,247	TRIM
56	Bristol Gate Capital Partners Inc.	$66.2M	348,635	+348,635	NEW
57	WELLINGTON MANAGEMENT GROUP LLP	$62.8M	330,966	+29,132	ADD
58	Mitsubishi UFJ Asset Management Co., Ltd.	$62.8M	330,766	+28,632	ADD
59	Sumitomo Mitsui Trust Group, Inc.	$60.6M	319,537	−15,894	TRIM
60	FLOSSBACH VON STORCH SE	$60.4M	318,296	+78,736	ADD
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$59.8M	314,982	−55,071	TRIM
62	Vanguard Global Advisers, LLC	$57.8M	304,353	—	NO PRIOR
63	Empower Advisory Group, LLC	$57.6M	303,338	+74,936	ADD
64	RIVERBRIDGE PARTNERS LLC	$55.3M	291,692	−37,134	TRIM
65	BRISTOL JOHN W & CO INC /NY/	$54.6M	287,556	+287,556	NEW
66	Mawer Investment Management Ltd.	$54.1M	285,337	+30,136	ADD
67	Squarepoint Ops LLC	$52.9M	279,047	−227,493	TRIM
68	VICTORY CAPITAL MANAGEMENT INC	$52.3M	275,599	+24,288	ADD
69	HSBC HOLDINGS PLC	$52.1M	274,416	−500,232	TRIM
70	CITIGROUP INC	$46.4M	244,393	+57,186	ADD
71	BLI - Banque de Luxembourg Investments	$46.2M	209,228	+209,228	NEW
72	LAZARD ASSET MANAGEMENT LLC	$46.1M	243,053	−8,395	TRIM
73	VANGUARD ASSET MANAGEMENT, Ltd	$45.5M	239,558	—	NO PRIOR
74	SCHRODER INVESTMENT MANAGEMENT GROUP	$45.1M	237,764	−251,923	TRIM
75	Gotham Asset Management, LLC	$42.6M	224,584	+28,828	ADD
76	Baird Financial Group, Inc.	$42.2M	222,199	+222,199	NEW
77	CANADA PENSION PLAN INVESTMENT BOARD	$41.8M	220,102	+44,922	ADD
78	Freestone Grove Partners LP	$41.7M	219,589	+219,589	NEW
79	YCG, LLC	$41.5M	218,601	+32,183	ADD
80	National Pension Service	$41.4M	218,099	+218,099	NEW
81	GCQ FUNDS MANAGEMENT PTY Ltd	$39.6M	208,935	+208,935	NEW
82	FENIMORE ASSET MANAGEMENT INC	$39.3M	206,927	+18,733	ADD
83	SEI INVESTMENTS CO	$37.1M	195,529	−78,114	TRIM
84	ProShare Advisors LLC	$37.1M	195,452	−46,820	TRIM
85	FIRST TRUST ADVISORS LP	$36.4M	191,624	−62,010	TRIM
86	Ensign Peak Advisors, Inc	$36.4M	191,580	−74,201	TRIM
87	BENJAMIN EDWARDS INC	$36.3M	191,566	+51,284	ADD
88	NORDEA INVESTMENT MANAGEMENT AB	$34.6M	183,601	−3,152	TRIM
89	Alecta Tjanstepension Omsesidigt	$33.9M	178,637	0	NO CHANGE
90	AMERICAN CENTURY COMPANIES INC	$32.9M	173,366	+17,043	ADD
91	Quantinno Capital Management LP	$32.0M	168,539	+91,038	ADD
92	Norinchukin Bank, The	$31.0M	163,480	+5,011	ADD
93	MARKEL GROUP INC.	$29.6M	155,950	0	NO CHANGE
94	AE Wealth Management LLC	$29.4M	155,137	+155,137	NEW
95	BANK OF MONTREAL /CAN/	$28.1M	147,831	−20,844	TRIM
96	BNP Paribas Asset Management Holding S.A.	$28.0M	147,590	−60,652	TRIM
97	GRANDFIELD & DODD, LLC	$26.7M	140,558	+2,438	ADD
98	XXEC, Inc.	$26.7M	124,617	+104,723	ADD
99	Capital International, Inc./CA/	$25.5M	134,226	+58,764	ADD
100	STIFEL FINANCIAL CORP	$25.3M	133,316	+19,790	ADD
101	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.1M	126,911	−162	TRIM
102	LPL Financial LLC	$23.4M	123,555	−285	TRIM
103	AVIVA PLC	$22.9M	120,784	+3,309	ADD
104	ABN AMRO INVESTMENT SOLUTIONS	$22.8M	120,052	−2,847	TRIM
105	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$22.7M	119,560	+75,678	ADD
106	APG Asset Management N.V.	$22.0M	133,734	−10,214	TRIM
107	Swedbank AB	$22.0M	115,922	+1,207	ADD
108	DEARBORN PARTNERS LLC	$21.8M	115,066	+26,626	ADD
109	Corient Private Wealth LLC	$21.5M	113,185	−132,192	TRIM
110	Universal- Beteiligungs- und Servicegesellschaft mbH	$21.4M	112,566	−1,367	TRIM
111	Asset Management One Co., Ltd.	$21.2M	111,652	+5,303	ADD
112	Korea Investment CORP	$20.5M	108,061	+77,760	ADD
113	Aberdeen Group plc	$20.4M	107,497	+3,669	ADD
114	DF DENT & CO INC	$20.4M	107,267	−72,646	TRIM
115	OPPENHEIMER ASSET MANAGEMENT INC.	$19.2M	101,328	+10,806	ADD
116	BANK OF NOVA SCOTIA	$19.2M	101,272	+57,919	ADD
117	KING LUTHER CAPITAL MANAGEMENT CORP	$18.6M	98,169	−40,087	TRIM
118	Investment Management Corp of Ontario	$17.9M	94,257	−5,726	TRIM
119	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$17.7M	93,144	−115	TRIM
120	MACKENZIE FINANCIAL CORP	$17.6M	93,007	−3,159	TRIM
121	NEOS Investment Management LLC	$17.6M	92,780	+15,358	ADD
122	KORNITZER CAPITAL MANAGEMENT INC /KS	$17.2M	90,785	−360	TRIM
123	TRUIST FINANCIAL CORP	$16.5M	86,779	+38,070	ADD
124	NEW YORK STATE COMMON RETIREMENT FUND	$16.4M	86,514	0	NO CHANGE
125	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$16.0M	84,482	+46,610	ADD
126	ADAGE CAPITAL PARTNERS GP, L.L.C.	$16.0M	84,400	−26,400	TRIM
127	EASTERN BANK	$16.0M	84,066	+3,386	ADD
128	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$15.8M	83,098	+69,138	ADD
129	STOREBRAND ASSET MANAGEMENT AS	$15.7M	82,901	—	NO PRIOR
130	NICHOLAS COMPANY, INC.	$15.1M	79,315	+10	ADD
131	Lombard Odier Asset Management (Europe) Ltd	$14.7M	77,298	+9,776	ADD
132	Mirae Asset Global Investments Co., Ltd.	$14.4M	75,707	+7,160	ADD
133	Trexquant Investment LP	$14.3M	75,409	+75,409	NEW
134	BALYASNY ASSET MANAGEMENT L.P.	$14.3M	75,279	−13,753	TRIM
135	Sterling Capital Management LLC	$14.3M	75,276	+71,255	ADD
136	DANSKE BANK A/S	$14.2M	74,701	−2,060	TRIM
137	STATE OF WISCONSIN INVESTMENT BOARD	$14.2M	74,637	+2,270	ADD
138	Allianz Asset Management GmbH	$14.1M	74,200	+60,197	ADD
139	TRILLIUM ASSET MANAGEMENT, LLC	$13.9M	91,387	+16,115	ADD
140	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$13.9M	73,192	−8,441	TRIM
141	1832 Asset Management L.P.	$13.6M	71,914	−20,569	TRIM
142	ASSETMARK, INC	$13.6M	71,866	+24,774	ADD
143	Vanguard Investments Australia, Ltd.	$13.1M	69,252	—	NO PRIOR
144	Chevy Chase Trust Holdings, LLC	$13.1M	68,901	−1,761	TRIM
145	NATIONAL BANK OF CANADA /FI/	$12.9M	68,134	−94,412	TRIM
146	PRUDENTIAL FINANCIAL INC	$12.6M	66,404	−1,388	TRIM
147	Rafferty Asset Management, LLC	$12.4M	65,524	−3,150	TRIM
148	Voleon Capital Management LP	$12.4M	65,158	−1,595	TRIM
149	Mitsubishi UFJ Trust & Banking Corp	$12.2M	64,479	−24,704	TRIM
150	NOMURA ASSET MANAGEMENT CO LTD	$12.2M	64,308	+1,187	ADD
151	ROYAL LONDON ASSET MANAGEMENT LTD	$12.2M	64,219	+102	ADD
152	Pictet Asset Management Holding SA	$11.7M	61,483	−1,353	TRIM
153	Railway Pension Investments Ltd	$11.7M	61,400	0	NO CHANGE
154	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$11.5M	60,545	−1,836	TRIM
155	Varma Mutual Pension Insurance Co	$11.4M	60,300	0	NO CHANGE
156	KLP KAPITALFORVALTNING AS	$11.1M	58,470	+1,400	ADD
157	Daiwa Securities Group Inc.	$11.1M	58,454	+1,985	ADD
158	CIBC Asset Management Inc	$11.0M	57,826	−631	TRIM
159	Calamos Advisors LLC	$10.8M	56,763	0	NO CHANGE
160	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$10.3M	54,147	+38,194	ADD
161	SOROS FUND MANAGEMENT LLC	$10.1M	53,455	+53,455	NEW
162	TD Waterhouse Canada Inc.	$10.1M	55,322	+32,779	ADD
163	Prana Capital Management, LP	$10.0M	52,630	+52,630	NEW
164	Envestnet Portfolio Solutions, Inc.	$9.8M	51,678	+1,352	ADD
165	FIRST CITIZENS BANK & TRUST CO	$9.7M	51,351	+3,847	ADD
166	TORONTO DOMINION BANK	$9.4M	49,413	−19,790	TRIM
167	Lansforsakringar Fondforvaltning AB (publ)	$9.1M	47,921	+158	ADD
168	State of New Jersey Common Pension Fund D	$9.0M	47,428	0	NO CHANGE
169	Zurcher Kantonalbank (Zurich Cantonalbank)	$8.6M	45,506	−1,113	TRIM
170	Wealthfront Advisers LLC	$8.6M	45,443	+13,850	ADD
171	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$8.5M	44,934	−3,256	TRIM
172	Resona Asset Management Co.,Ltd.	$8.3M	43,872	+866	ADD
173	FIL Ltd	$8.2M	43,210	−4,907	TRIM
174	Cetera Investment Advisers	$8.1M	42,921	−8,866	TRIM
175	Polar Asset Management Partners Inc.	$8.0M	42,417	+42,417	NEW
176	MILLENNIUM MANAGEMENT LLC	$8.0M	42,348	−33,704	TRIM
177	Tredje AP-fonden	$7.9M	41,876	−18,124	TRIM
178	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.9M	44,220	+5,366	ADD
179	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.7M	40,737	−1,389	TRIM
180	CIBC Bancorp USA Inc.	$7.7M	40,549	—	NO PRIOR
181	STANSBERRY ASSET MANAGEMENT, LLC	$7.6M	40,277	−208	TRIM
182	Shelter Mutual Insurance Co	$7.5M	39,700	0	NO CHANGE
183	Candriam S.C.A.	$7.4M	39,110	+4,774	ADD
184	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.4M	38,852	+910	ADD
185	PRUDENTIAL PLC	$7.3M	38,623	−29,749	TRIM
186	TEACHER RETIREMENT SYSTEM OF TEXAS	$7.3M	38,409	−36,000	TRIM
187	Czech National Bank	$7.2M	37,958	+1,207	ADD
188	Arizona State Retirement System	$7.2M	37,871	−478	TRIM
189	WINTON GROUP Ltd	$7.1M	37,423	+37,423	NEW
190	BROWN ADVISORY INC	$7.1M	37,378	−1,458,098	TRIM
191	STATE OF MICHIGAN RETIREMENT SYSTEM	$6.9M	36,456	0	NO CHANGE
192	MetLife Investment Management, LLC	$6.9M	36,364	−1,104	TRIM
193	OPPENHEIMER & CO INC	$6.6M	34,980	+33,959	ADD
194	Cerity Partners LLC	$6.6M	34,967	−32,518	TRIM
195	Creative Planning	$6.6M	34,796	−13,082	TRIM
196	ING GROEP NV	$6.5M	34,452	−29,577	TRIM
197	DnB Asset Management AS	$6.5M	34,288	+2,689	ADD
198	MAI Capital Management	$6.5M	34,221	+122	ADD
199	XPONANCE LLC	$6.4M	33,639	+2,191	ADD
200	Illinois Municipal Retirement Fund	$6.3M	33,294	−18,412	TRIM
201	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$6.2M	32,466	+47	ADD
202	XTX Topco Ltd	$6.1M	32,361	+19,772	ADD
203	US BANCORP \DE\	$6.1M	31,886	−1,638	TRIM
204	FIFTH THIRD BANCORP	$5.9M	31,332	+23,073	ADD
205	GW HENSSLER & ASSOCIATES LTD	$5.9M	31,266	+8,531	ADD
206	IFM Investors Pty Ltd	$5.7M	30,174	+1,134	ADD
207	VOYA INVESTMENT MANAGEMENT LLC	$5.6M	29,647	−105,784	TRIM
208	Retirement Systems of Alabama	$5.6M	29,597	−53	TRIM
209	SEB Asset Management AB	$5.5M	29,156	—	NO PRIOR
210	NEW ENGLAND ASSET MANAGEMENT INC	$5.5M	29,000	0	NO CHANGE
211	Rakuten Investment Management, Inc.	$5.4M	28,834	+2,962	ADD
212	Pathstone Holdings, LLC	$5.4M	28,220	−6,502	TRIM
213	ASR Vermogensbeheer N.V.	$5.2M	27,657	+527	ADD
214	Woodline Partners LP	$5.2M	27,298	+3,512	ADD
215	GUGGENHEIM CAPITAL LLC	$5.2M	27,239	−6,862	TRIM
216	Advisors Capital Management, LLC	$4.9M	25,904	+19,485	ADD
217	Sanctuary Advisors, LLC	$4.9M	25,617	+3,604	ADD
218	LGT Group Foundation	$4.7M	24,567	+2,121	ADD
219	Douglass Winthrop Advisors, LLC	$4.6M	24,425	+9,630	ADD
220	TORRAY INVESTMENT PARTNERS LLC	$4.6M	24,387	+7,023	ADD
221	Qsemble Capital Management, LP	$4.6M	24,150	−30,726	TRIM
222	SAWGRASS ASSET MANAGEMENT LLC	$4.5M	23,810	−19,190	TRIM
223	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.4M	23,382	+116	ADD
224	PANAGORA ASSET MANAGEMENT INC	$4.4M	23,233	+2,426	ADD
225	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$4.3M	22,856	−675	TRIM
226	Holocene Advisors, LP	$4.3M	22,778	−214,583	TRIM
227	Utah Retirement Systems	$4.3M	22,719	−450	TRIM
228	Inspire Investing, LLC	$4.3M	22,562	+8,122	ADD
229	PUBLIC SECTOR PENSION INVESTMENT BOARD	$4.3M	22,491	+4,382	ADD
230	Beacon Pointe Advisors, LLC	$4.2M	21,908	+2,340	ADD
231	Aviso Financial Inc.	$4.1M	21,799	+1,814	ADD
232	Groupe la Francaise	$4.1M	21,710	+841	ADD
233	Clio Asset Management LLC	$4.1M	21,676	+21,676	NEW
234	Insight Wealth Strategies, LLC	$4.1M	21,423	+522	ADD
235	CIBC WORLD MARKET INC.	$4.0M	21,305	−16,257	TRIM
236	Vanguard Personalized Indexing Management, LLC	$3.9M	20,731	−226	TRIM
237	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.9M	20,703	+442	ADD
238	Ethic Inc.	$3.9M	20,622	−1,888	TRIM
239	NOMURA HOLDINGS INC	$3.9M	20,492	−12,294	TRIM
240	Mariner, LLC	$3.9M	20,489	−10,450	TRIM
241	Sand Hill Global Advisors, LLC	$3.9M	20,463	+118	ADD
242	Y-Intercept (Hong Kong) Ltd	$3.9M	20,290	−478	TRIM
243	DAVENPORT & Co LLC	$3.8M	20,038	+18,076	ADD
244	AGF MANAGEMENT LTD	$3.8M	19,955	+7,035	ADD
245	Tidal Investments LLC	$3.7M	19,616	+10,717	ADD
246	EXCHANGE TRADED CONCEPTS, LLC	$3.7M	19,311	−4,489	TRIM
247	&PARTNERS	$3.7M	19,258	+2,967	ADD
248	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.6M	19,208	−5,574	TRIM
249	NORTHSTAR ASSET MANAGEMENT INC	$3.6M	19,050	+3,956	ADD
250	M&T BANK CORP	$3.6M	18,814	−777	TRIM
251	HighTower Advisors, LLC	$3.6M	18,780	−915	TRIM
252	Callahan Advisors, LLC	$3.6M	18,770	+1,973	ADD
253	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.5M	18,590	+358	ADD
254	Danica Pension, Livsforsikringsaktieselskab	$3.5M	18,493	−35,164	TRIM
255	TOCQUEVILLE ASSET MANAGEMENT L.P.	$3.5M	18,185	−450	TRIM
256	Eurizon Capital SGR S.p.A.	$3.4M	18,170	−15,899	TRIM
257	Swiss Life Asset Management Ltd	$3.4M	18,126	+72	ADD
258	REGIONS FINANCIAL CORP	$3.4M	18,086	−3,809	TRIM
259	MML INVESTORS SERVICES, LLC	$3.2M	17,119	−6,870	TRIM
260	SHELTON CAPITAL MANAGEMENT	$3.1M	16,469	+124	ADD
261	QRG CAPITAL MANAGEMENT, INC.	$3.1M	16,364	+666	ADD
262	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.0M	15,976	0	NO CHANGE
263	Janus Henderson Group Ltd.	$3.0M	15,949	−872	TRIM
264	OSAIC HOLDINGS, INC.	$3.0M	15,861	−2,491	TRIM
265	WELCH & FORBES LLC	$3.0M	15,593	−706	TRIM
266	Community Financial Services Group, LLC	$2.9M	15,964	+15,964	NEW
267	Stratos Wealth Partners, LTD.	$2.9M	15,350	+4,629	ADD
268	Avanza Fonder AB	$2.9M	15,193	0	NO CHANGE
269	UniSuper Management Pty Ltd	$2.9M	15,128	−117	TRIM
270	YOUSIF CAPITAL MANAGEMENT, LLC	$2.8M	15,013	−942	TRIM
271	Orion Porfolio Solutions, LLC	$2.8M	14,942	+2,242	ADD
272	GUARDIAN CAPITAL LP	$2.8M	14,800	−4,120	TRIM
273	Rockefeller Capital Management L.P.	$2.8M	14,776	−11,461	TRIM
274	YACKTMAN ASSET MANAGEMENT LP	$2.8M	14,775	−685	TRIM
275	OP Asset Management Ltd	$2.8M	14,730	—	NO PRIOR
276	B. Metzler seel. Sohn & Co. AG	$2.7M	14,483	+2,245	ADD
277	CREDIT AGRICOLE S A	$2.7M	14,318	−38,022	TRIM
278	INTECH INVESTMENT MANAGEMENT LLC	$2.6M	13,895	+4,071	ADD
279	Value Partners Investments Inc.	$2.6M	13,775	+13,775	NEW
280	Empowered Funds, LLC	$2.6M	13,711	−2,811	TRIM
281	Summit Trail Advisors, LLC	$2.5M	13,286	+6,943	ADD
282	Titan Investment Management LLC	$2.5M	13,222	+13,222	NEW
283	MERCER GLOBAL ADVISORS INC /ADV	$2.5M	13,135	−7,810	TRIM
284	Elo Mutual Pension Insurance Co	$2.3M	12,175	−7,640	TRIM
285	Pinnacle Financial Partners, Inc.	$2.3M	11,889	+1,744	ADD
286	HUTNER CAPITAL MANAGEMENT INC	$2.2M	11,758	+558	ADD
287	Amplius Wealth Advisors, LLC	$2.2M	11,558	−628	TRIM
288	Tower Research Capital LLC (TRC)	$2.2M	11,543	+3,790	ADD
289	Verition Fund Management LLC	$2.2M	11,368	−8,745	TRIM
290	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$2.2M	11,338	−2,120	TRIM
291	MACQUARIE GROUP LTD	$2.1M	11,121	−8,261	TRIM
292	SHUFRO ROSE & CO LLC	$2.1M	11,052	−29	TRIM
293	FULLER & THALER ASSET MANAGEMENT, INC.	$2.1M	11,025	−10,861	TRIM
294	Hollow Brook Wealth Management LLC	$2.1M	11,015	−29	TRIM
295	SCOTIA CAPITAL INC.	$2.1M	10,902	−24,347	TRIM
296	Farringdon Capital, Ltd.	$2.0M	10,738	+10,738	NEW
297	Waverly Advisors, LLC	$2.0M	10,625	+6,295	ADD
298	Atria Investments, Inc	$2.0M	10,602	−2,267	TRIM
299	POSTROCK PARTNERS LLC	$2.0M	10,521	0	NO CHANGE
300	Skye Global Management LP	$2.0M	10,500	+10,500	NEW
301	Weil Company, Inc.	$2.0M	10,458	+54	ADD
302	Laird Norton Wetherby Trust Company, LLC	$2.0M	10,348	−3,675	TRIM
303	ALPS ADVISORS INC	$1.9M	10,275	+1,802	ADD
304	PROFUND ADVISORS LLC	$1.9M	10,210	−2,110	TRIM
305	Knollwood Investment Advisory, LLC	$1.9M	10,158	0	NO CHANGE
306	Federation des caisses Desjardins du Quebec	$1.9M	10,110	−9,648	TRIM
307	Jefferies Financial Group Inc.	$1.9M	10,089	+2,367	ADD
308	SIMPLEX TRADING, LLC	$1.9M	9,813	+8,794	ADD
309	STEPHENS INC /AR/	$1.8M	9,503	+1,286	ADD
310	Jain Global LLC	$1.8M	9,228	+9,228	NEW
311	EFG International AG	$1.7M	9,169	−18,098	TRIM
312	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.7M	9,040	−47,212	TRIM
313	Fremen Capital Management LP	$1.7M	8,920	+8,920	NEW
314	COMMERCE BANK	$1.7M	8,920	−199	TRIM
315	UMB Bank, n.a.	$1.7M	8,871	−304	TRIM
316	WESTPORT ASSET MANAGEMENT INC	$1.6M	8,500	+8,500	NEW
317	Banque Cantonale Vaudoise	$1.6M	8,442	−1,046	TRIM
318	MIZUHO SECURITIES USA LLC	$1.6M	8,426	−1,722	TRIM
319	Lindsell Train Ltd	$1.6M	8,400	+900	ADD
320	COMMONWEALTH EQUITY SERVICES, LLC	$1.6M	8,255	−339	TRIM
321	Plato Investment Management Ltd	$1.6M	8,192	−626	TRIM
322	Summit Financial, LLC	$1.5M	8,162	+225	ADD
323	Ameritas Investment Partners, Inc.	$1.5M	7,994	−371	TRIM
324	HARTFORD INVESTMENT MANAGEMENT CO	$1.5M	7,914	−181	TRIM
325	D.A. DAVIDSON & CO.	$1.5M	7,869	+1,379	ADD
326	WBI INVESTMENTS, LLC	$1.5M	7,803	−1,006	TRIM
327	GREENLEAF TRUST	$1.5M	7,796	−4,265	TRIM
328	AG2R LA MONDIALE GESTION D'ACTIFS	$1.4M	7,458	+475	ADD
329	Redmond Asset Management, LLC	$1.4M	7,452	+64	ADD
330	HB Wealth Management, LLC	$1.4M	7,326	−3,081	TRIM
331	Havemeyer Place LP	$1.4M	7,292	+7,292	NEW
332	Malaga Cove Capital, LLC	$1.4M	7,200	+1,679	ADD
333	Callan Family Office, LLC	$1.4M	7,135	+2,860	ADD
334	NISA INVESTMENT ADVISORS, LLC	$1.3M	7,104	−3,583	TRIM
335	TBH Global Asset Management, LLC	$1.3M	7,086	−1,010	TRIM
336	Maryland State Retirement & Pension System	$1.3M	7,023	+221	ADD
337	HORIZON KINETICS ASSET MANAGEMENT LLC	$1.3M	7,000	0	NO CHANGE
338	Linden Thomas Advisory Services, LLC	$1.3M	6,964	+1,133	ADD
339	Vident Advisory, LLC	$1.3M	6,931	−49,893	TRIM
340	Ballentine Partners, LLC	$1.3M	6,891	+1,725	ADD
341	Guardian Partners Inc.	$1.3M	6,793	−99	TRIM
342	OMERS ADMINISTRATION Corp	$1.3M	6,760	+1,521	ADD
343	Oak Thistle LLC	$1.3M	6,758	+1,281	ADD
344	BDF-GESTION	$1.3M	6,722	0	NO CHANGE
345	Global X Japan Co., Ltd.	$1.3M	6,676	+285	ADD
346	CWM, LLC	$1.3M	6,665	−11,686	TRIM
347	Quadrature Capital Ltd	$1.3M	6,658	+6,658	NEW
348	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.2M	6,636	+5,146	ADD
349	Headlands Technologies LLC	$1.2M	6,432	−8,016	TRIM
350	Allspring Global Investments Holdings, LLC	$1.2M	6,647	+78	ADD
351	Osmosis Investment Management UK Ltd	$1.2M	6,401	+986	ADD
352	CAXTON ASSOCIATES LLP	$1.2M	6,393	+4,829	ADD
353	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	6,236	+667	ADD
354	OSSIAM	$1.2M	6,206	+1,432	ADD
355	EP Wealth Advisors, LLC	$1.2M	6,193	−8,538	TRIM
356	Assenagon Asset Management S.A.	$1.2M	6,151	−31,612	TRIM
357	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$1.2M	6,145	+12	ADD
358	Metis Global Partners, LLC	$1.1M	6,044	−593	TRIM
359	Accurate Wealth Management, LLC	$1.1M	6,860	−2,473	TRIM
360	Caprock Group, LLC	$1.1M	5,890	−241	TRIM
361	Man Group plc	$1.1M	5,745	−12,806	TRIM
362	MUFG Securities EMEA plc	$1.1M	5,714	−1,618	TRIM
363	IHT Wealth Management, LLC	$1.1M	5,685	+1,926	ADD
364	Koshinski Asset Management, Inc.	$1.1M	5,662	+81	ADD
365	Lombard Odier Asset Management (Switzerland) SA	$1.1M	5,619	+5,619	NEW
366	FORA Capital, LLC	$1.1M	5,552	+5,552	NEW
367	Nutshell Asset Management Ltd	$1.0M	5,400	+5,400	NEW
368	HUNTINGTON NATIONAL BANK	$1.0M	5,380	+5,380	NEW
369	Cresset Asset Management, LLC	$1.0M	5,324	−298	TRIM
370	TEMA ETFS LLC	$982K	5,175	+21	ADD
371	Saudi Central Bank	$976K	5,144	+5,144	NEW
372	SECURED RETIREMENT ADVISORS, LLC	$956K	5,036	+5,036	NEW
373	Empirical Finance, LLC	$955K	5,031	−11	TRIM
374	PKO Investment Management Joint-Stock Co	$949K	5,000	+5,000	NEW
375	E Fund Management Co., Ltd.	$928K	4,891	—	NO PRIOR
376	NOVEM GROUP	$923K	4,862	+325	ADD
377	Keeler Thomas Management LLC	$903K	4,760	+4,760	NEW
378	JANE STREET GROUP, LLC	$900K	4,741	−145,505	TRIM
379	Robeco Institutional Asset Management B.V.	$887K	4,672	−4,283	TRIM
380	E. Ohman J:or Asset Management AB	$871K	4,592	0	NO CHANGE
381	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$867K	4,570	+4,570	NEW
382	Accretive Wealth Partners, LLC	$863K	4,546	+53	ADD
383	Wealth Enhancement Trust Services, Inc.	$861K	4,537	+560	ADD
384	TOKIO MARINE ASSET MANAGEMENT CO LTD	$848K	4,469	−44,585	TRIM
385	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$846K	4,460	+8	ADD
386	Hardy Reed LLC	$829K	4,367	−15	TRIM
387	Vise Technologies, Inc.	$818K	3,658	0	NO CHANGE
388	Aptus Capital Advisors, LLC	$812K	4,279	−841	TRIM
389	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$812K	4,277	−12,657	TRIM
390	Private Advisor Group, LLC	$811K	4,276	+1,680	ADD
391	Crossmark Global Holdings, Inc.	$810K	4,270	—	NO PRIOR
392	Steward Partners Investment Advisory, LLC	$808K	4,261	−78	TRIM
393	EXENCIAL WEALTH ADVISORS, LLC	$808K	4,256	−161	TRIM
394	Marshall Financial Group, LLC	$807K	4,255	+77	ADD
395	BRADLEY FOSTER & SARGENT INC/CT	$802K	4,228	+24	ADD
396	Taproot Management LP	$798K	4,203	+1,549	ADD
397	Triangle Securities Wealth Management	$789K	4,160	+2,710	ADD
398	Coastal Bridge Advisors, LLC	$789K	4,160	+1,405	ADD
399	PRINCIPAL SECURITIES, INC.	$785K	4,136	−144	TRIM
400	Gibbs Wealth Management	$784K	4,130	+1,118	ADD
401	North Dakota State Investment Board	$768K	4,045	−755	TRIM
402	CHOREO, LLC	$764K	4,025	+393	ADD
403	PEAK6 LLC	$759K	4,000	+4,000	NEW
404	Concurrent Investment Advisors, LLC	$758K	3,995	+413	ADD
405	BARR E S & CO	$754K	3,973	+2,000	ADD
406	Advisor OS, LLC	$741K	3,905	−1,309	TRIM
407	MUFG SECURITIES AMERICAS INC.	$732K	3,857	+102	ADD
408	Twin Tree Management, LP	$729K	3,844	+2,572	ADD
409	Brookstone Capital Management	$720K	3,797	−35	TRIM
410	COLDSTREAM CAPITAL MANAGEMENT INC	$719K	3,788	+1,034	ADD
411	SECURIAN ASSET MANAGEMENT, INC	$714K	3,765	0	NO CHANGE
412	NORDEN GROUP LLC	$711K	3,745	+1,766	ADD
413	Sequoia Financial Advisors, LLC	$708K	3,732	−2,328	TRIM
414	NewEdge Advisors, LLC	$700K	3,689	+3,689	NEW
415	Meeder Advisory Services, Inc.	$699K	3,685	−97	TRIM
416	WORLDQUANT MILLENNIUM ADVISORS LLC	$692K	3,649	+3,649	NEW
417	KCM INVESTMENT ADVISORS LLC	$680K	3,586	0	NO CHANGE
418	BAM Wealth Management, LLC	$673K	3,548	+3,548	NEW
419	GATEWAY INVESTMENT ADVISERS LLC	$667K	3,514	−384	TRIM
420	Regal Investment Advisors LLC	$664K	3,497	+1,181	ADD
421	Merit Financial Group, LLC	$658K	3,467	−7,051	TRIM
422	ABN AMRO Bank N.V.	$652K	3,413	+4	ADD
423	Bank Julius Baer & Co. Ltd, Zurich	$650K	3,424	−24,042	TRIM
424	Linscomb Wealth, Inc.	$643K	3,387	+3,387	NEW
425	Glenview Trust Co	$639K	3,365	+82	ADD
426	Fifth Third Wealth Advisors LLC	$631K	3,326	+257	ADD
427	Conestoga Capital Advisors, LLC	$629K	3,316	−1,030	TRIM
428	MinichMacGregor Wealth Management, LLC	$621K	3,271	0	NO CHANGE
429	Highview Capital Management LLC/DE/	$617K	3,250	0	NO CHANGE
430	Numerai GP LLC	$611K	3,220	+3,220	NEW
431	TWO SIGMA SECURITIES, LLC	$610K	3,216	−8,995	TRIM
432	Perbak Capital Partners LLP	$608K	3,206	+1,480	ADD
433	Worthington Financial Partners, LLC	$605K	3,189	+1,172	ADD
434	QUADRANT CAPITAL GROUP LLC	$603K	3,177	−322	TRIM
435	Stegent Equity Advisors, Inc.	$601K	3,166	+918	ADD
436	Dai-ichi Life Insurance Company, Ltd	$600K	3,160	0	NO CHANGE
437	MTM Investment Management, LLC	$594K	3,129	+1	ADD
438	Atom Investors LP	$592K	3,122	+3,122	NEW
439	Brooklyn Investment Group	$589K	3,106	+404	ADD
440	Saiph Capital, LLC	$576K	3,038	−189	TRIM
441	KESTRA PRIVATE WEALTH SERVICES, LLC	$576K	3,033	−54	TRIM
442	Apollon Wealth Management, LLC	$575K	3,030	+1,018	ADD
443	Thrive Wealth Management, LLC	$570K	3,004	−1,023	TRIM
444	Atlantic Union Bankshares Corp	$569K	2,998	−6,651	TRIM
445	Perigon Wealth Management, LLC	$565K	2,976	+260	ADD
446	Gilbert & Cook, Inc.	$560K	2,952	+250	ADD
447	Heathbridge Capital Management Ltd.	$560K	2,950	+740	ADD
448	Hennion & Walsh Asset Management, Inc.	$555K	2,926	−12	TRIM
449	Bronte Capital Management Pty Ltd.	$551K	2,902	+2,902	NEW
450	Crestmont Private Wealth LLC	$549K	2,894	+619	ADD
451	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$546K	2,879	−29,401	TRIM
452	Kestra Advisory Services, LLC	$546K	2,876	−1,516	TRIM
453	SIGNATUREFD, LLC	$543K	2,862	−412	TRIM
454	Ausdal Financial Partners, Inc.	$538K	2,836	+14	ADD
455	Savant Capital, LLC	$534K	2,816	+1,371	ADD
456	Tyche Wealth Partners LLC	$514K	2,711	+1,268	ADD
457	Chesley Taft & Associates LLC	$514K	2,710	−3,197	TRIM
458	Wedmont Private Capital	$514K	2,929	+1,031	ADD
459	Benin Management CORP	$511K	2,692	−25	TRIM
460	Lido Advisors, LLC	$508K	2,675	+343	ADD
461	Sagewood Asset Management LP	$494K	2,605	+2,605	NEW
462	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$494K	2,604	+2,604	NEW
463	Robertson Stephens Wealth Management, LLC	$494K	2,603	−225	TRIM
464	Avalon Trust Co	$493K	2,600	+9	ADD
465	Morningstar Investment Management LLC	$490K	2,581	−692	TRIM
466	SYM FINANCIAL Corp	$488K	2,573	−61	TRIM
467	Kingsview Wealth Management, LLC	$488K	2,571	−625	TRIM
468	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$487K	2,564	−489	TRIM
469	Riverwater Partners LLC	$484K	2,551	+207	ADD
470	Elevated Capital Advisors, LLC	$480K	2,532	+2,530	ADD
471	Baron Wealth Management LLC	$479K	2,523	−42	TRIM
472	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$476K	2,507	+2,507	NEW
473	Circle Wealth Management, LLC	$469K	2,474	+2,474	NEW
474	Rehmann Capital Advisory Group	$459K	2,420	+1,106	ADD
475	Sompo Asset Management Co., Ltd.	$448K	2,360	−100	TRIM
476	CULLINAN ASSOCIATES INC	$440K	2,320	+2,320	NEW
477	Turtle Creek Wealth Advisors, LLC	$440K	2,318	+444	ADD
478	WRIGHT INVESTORS SERVICE INC	$438K	2,310	+2,310	NEW
479	EMERALD ADVISERS, LLC	$436K	2,296	+1,266	ADD
480	ICICI Prudential Asset Management Co Ltd	$434K	2,286	+50	ADD
481	Evercore Wealth Management, LLC	$429K	2,260	0	NO CHANGE
482	Verum Partners LLC	$429K	2,260	+12	ADD
483	Seros Financial, LLC	$422K	2,222	0	NO CHANGE
484	Snowden Capital Advisors LLC	$417K	2,200	−452	TRIM
485	NWK Group, Inc.	$411K	2,167	0	NO CHANGE
486	Watchman Group, Inc.	$409K	2,155	0	NO CHANGE
487	Allworth Financial LP	$406K	2,139	−265	TRIM
488	Ascent Group, LLC	$396K	2,087	−511	TRIM
489	EVERGREEN CAPITAL MANAGEMENT LLC	$395K	2,083	−3,177	TRIM
490	Portside Wealth Group, LLC	$392K	2,065	+6	ADD
491	Inscription Capital, LLC	$389K	2,050	+2,050	NEW
492	Walker Financial Services, Inc.	$385K	2,031	+6	ADD
493	Siemens Fonds Invest GmbH	$373K	1,967	0	NO CHANGE
494	Kera Capital Partners, Inc.	$373K	1,965	+1,965	NEW
495	World Investment Advisors	$370K	1,952	−851	TRIM
496	Third View Private Wealth, LLC	$362K	1,909	+403	ADD
497	Hutchens & Kramer Investment Management Group, LLC	$362K	1,906	+1,000	ADD
498	Chicago Capital, LLC	$360K	1,895	0	NO CHANGE
499	J. Safra Sarasin Holding AG	$357K	1,882	−119	TRIM
500	Voya Financial Advisors, Inc.	$351K	1,923	−144	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · VRSK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Julie Johnson D–TX-32 $2K–$30K
Sellers: 3 Gilbert Ray Cisneros, Jr. D–CA-31, Julie Johnson D–TX-32, Tommy Tuberville R–AL $3K–$45K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Gotham Asset Management, Soros Fund Management, Caxton Associates $54.0M held
Trimming: 1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · VERISK ANALYTICS INC

Merged timeline of congressional filings and notable-manager moves on VRSK
Date	Who	Change	Size
2026-09-10	Gilbert Ray Cisneros, Jr. Congress	SELL	$1K–$15K
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+28,828 sh
2026-05-15	Soros Fund Management 13F	NEW	+53,455 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−24,697 sh
2026-05-14	Caxton Associates 13F	ADD	+4,829 sh

9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed VRSK — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).