Who holds VRSKticker 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 ↗

748

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$22.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

361

addsholders whose share count rose or who opened the position (new + add), by shares

161

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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: 3 Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31, Julie Johnson D–TX-32 $3K–$45K
Sellers: 3 Gilbert Ray Cisneros, Jr. D–CA-31, Julie Johnson D–TX-32, Tommy Tuberville R–AL $3K–$45K

filed 2026-06-16 → 2026-09-14 · 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	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$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

10 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed VRSK — the congressional view ↗