Position in VRSK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,602,541
-$4,107,288 QoQ
Shares Held
34,796
-27.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VRSK Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Mar 31, 2026Creative Planning holds $28,319,495 across 9 Consulting Services names. VRSK ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
64,568 | $11,626,759 | |
| 2 | VRSK |
Verisk Analytics, Inc.
This page
|
34,796 | $6,602,541 | |
| 3 | FCN |
Fti Consulting, Inc
|
19,017 | $3,361,635 | |
| 4 | PPHC |
Public Policy Holding Company, Inc.
|
223,655 | $2,925,407 | |
| 5 | BAH |
Booz Allen Hamilton Holding Corp
|
14,553 | $1,135,570 | |
| 6 | HURN |
Huron Consulting Group Inc.
|
8,137 | $1,037,386 | |
| 7 | CRAI |
Cra International, Inc.
|
4,839 | $783,337 | |
| 8 | ICFI |
ICF International, Inc.
|
11,465 | $748,549 |
All Filings in VRSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,602,541 | 34,796 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,709,829 | 47,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,977,134 | 23,765 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,693,115 | 24,697 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,403,294 | 21,515 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,387,134 | 19,559 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,647,229 | 17,343 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,583,154 | 17,003 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,753,527 | 15,923 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,457,498 | 14,475 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,176,955 | 13,448 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,604,091 | 11,521 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,655,943 | 8,631 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,482,810 | 8,405 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,324,165 | 7,765 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,092,544 | 6,312 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,305,808 | 6,084 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,322,288 | 5,781 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,086,865 | 5,427 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,166,779 | 6,678 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $911,897 | 5,161 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,165,825 | 5,616 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $967,503 | 5,221 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $834,490 | 4,903 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $708,607 | 5,084 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||