ASSETMARK, INC

Position in VRSK — Verisk Analytics, Inc.

CIK 1344551 CONCORD, CA

Position in VRSK

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$10,922,784

-$2,713,789 QoQ

Shares Held

60,841

-15.3% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#192

of 952 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ASSETMARK, INC holds $12,672,713 across 6 Consulting Services names. VRSK ranks #1 (86.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRSK	Verisk Analytics, Inc. This page	60,841	$10,922,784
2	EFX	Equifax Inc	9,173	$1,455,938
3	HURN	Huron Consulting Group Inc.	2,449	$220,801
4	BAH	Booz Allen Hamilton Holding Corp	1,015	$61,580
5	FCN	Fti Consulting, Inc	55	$8,195
6	CRAI	Cra International, Inc.	24	$3,415

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,922,784	60,841	-15.3%	Shares	Sole	2026-07-30
2026-03-31	$13,636,573	71,866	+52.6%	Shares	Sole	2026-05-06
2025-12-31	$10,534,009	47,092	+397.0%	Shares	Sole	2026-01-23
2025-09-30	$2,383,057	9,475	+14.4%	Shares	Sole	2025-11-06
2025-06-30	$2,578,908	8,279	+20.1%	Shares	Sole	2025-08-04
2025-03-31	$2,050,899	6,891	-10.6%	Shares	Sole	2025-05-06
2024-12-31	$2,124,116	7,712	+14.6%	Shares	Sole	2025-02-06
2024-09-30	$1,803,370	6,730	+8.3%	Shares	Sole	2024-11-01
2024-06-30	$1,675,792	6,217	+8.0%	Shares	Sole	2024-08-13
2024-03-31	$1,357,569	5,759	+3.5%	Shares	Sole	2024-05-07
2023-12-31	$1,329,494	5,566	+9.7%	Shares	Sole	2024-02-09
2023-09-30	$1,198,209	5,072	+13.2%	Shares	Sole	2023-10-27
2023-06-30	$1,012,840	4,481	+61.1%	Shares	Defined	2023-08-11
2023-03-31	$533,562	2,781	+56.1%	Shares	Defined	2023-05-05
2022-12-31	$314,204	1,781	+58.2%	Shares	Defined	2023-02-10
2022-09-30	$192,016	1,126	+48.7%	Shares	Sole	2022-11-01
2022-06-30	$131,029	757	+118.2%	Shares	Sole	2022-08-03
2022-03-31	$74,476	347	-11.3%	Shares	Sole	2022-05-13
2021-12-31	$89,433	391	+11.7%	Shares	Sole	2022-02-14
2021-09-30	$70,094	350	-98.6%	Shares	Sole	2021-11-12
2021-06-30	$4,282,911	24,513	+7283.4%	Shares	Sole	2021-08-16
2021-03-31	$58,661	332	+1.2%	Shares	Sole	2021-05-14
2020-12-31	$68,089	328	+4.8%	Shares	Sole	2021-02-10
2020-09-30	$58,002	313	0.0%	Shares	Sole	2020-11-13
2020-06-30	$53,272	313	-94.8%	Shares	Sole	2020-08-11
2020-03-31	$837,813	6,011	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.