EXENCIAL WEALTH ADVISORS, LLC
Position in VRSK — Verisk Analytics, Inc.
CIK 1576151
OKLAHOMA CITY, OK
Position in VRSK
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$807,576
-$180,462 QoQ
Shares Held
4,256
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VRSK Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $2,813,738 across 2 Consulting Services names. VRSK ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCN |
Fti Consulting, Inc
|
11,349 | $2,006,162 | |
| 2 | VRSK |
Verisk Analytics, Inc.
This page
|
4,256 | $807,576 |
All Filings in VRSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $807,576 | 4,256 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $988,038 | 4,417 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,130,537 | 4,495 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,385,240 | 4,447 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,023,816 | 6,800 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,960,786 | 7,119 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,975,401 | 7,372 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,094,673 | 7,771 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,085,031 | 8,845 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,231,668 | 9,343 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,258,926 | 9,562 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,465,309 | 10,907 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,336,036 | 22,600 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,837,664 | 21,753 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,337,954 | 19,574 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,315,019 | 19,152 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,127,334 | 19,230 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,223,728 | 18,466 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,613,271 | 18,042 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,676,186 | 15,317 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,118,930 | 17,652 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $870,840 | 4,195 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $777,375 | 4,195 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $713,989 | 4,195 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $584,699 | 4,195 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||