AE Wealth Management LLC

Position in VRSK — Verisk Analytics, Inc.

CIK 1697723 TOPEKA, KS

Position in VRSK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$50,810,900

+$21,373,682 QoQ

Shares Held

283,022

+82.4% QoQ

Ownership

0.216%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#83

of 952 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $52,270,578 across 5 Consulting Services names. VRSK ranks #1 (97.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRSK	Verisk Analytics, Inc. This page	283,022	$50,810,900
2	EFX	Equifax Inc	4,295	$681,694
3	BAH	Booz Allen Hamilton Holding Corp	5,857	$355,327
4	FCN	Fti Consulting, Inc	1,760	$262,250
5	RGP	Resources Connection, Inc.	37,745	$160,407

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,810,900	283,022	+82.4%	Shares	Other	2026-08-03
2026-03-31	$29,437,218	155,137	+5983.8%	Shares	Other	2026-05-13
2025-03-31	$758,925	2,550	-3.5%	Shares	Sole	2025-05-06
2024-12-31	$727,958	2,643	-6.1%	Shares	Other	2025-02-13
2024-09-30	$754,572	2,816	-0.8%	Shares	Other	2024-11-14
2024-06-30	$765,520	2,840	-2.9%	Shares	Other	2024-08-12
2024-03-31	$689,744	2,926	-76.0%	Shares	Other	2024-05-15
2023-12-31	$2,910,031	12,183	-32.1%	Shares	Sole	2024-02-14
2023-09-30	$4,237,200	17,936	+8.0%	Shares	Sole	2023-10-11
2023-06-30	$3,752,776	16,603	+4.1%	Shares	Sole	2023-07-10
2023-03-31	$3,059,783	15,948	+8.0%	Shares	Sole	2023-04-14
2022-12-31	$2,603,959	14,760	-0.4%	Shares	Sole	2023-01-31
2022-09-30	$2,527,595	14,822	-15.7%	Shares	Sole	2022-10-25
2022-06-30	$3,043,441	17,583	-7.7%	Shares	Sole	2022-08-03
2022-03-31	$4,088,701	19,050	-2.4%	Shares	Sole	2022-04-18
2021-12-31	$4,463,665	19,515	+2.5%	Shares	Sole	2022-01-20
2021-09-30	$3,811,338	19,031	+8.1%	Shares	Sole	2021-11-01
2021-06-30	$3,076,819	17,610	+11.1%	Shares	Sole	2021-07-21
2021-03-31	$2,799,829	15,846	-53.4%	Shares	Sole	2021-04-27
2020-12-31	$7,065,118	34,034	+13.2%	Shares	Sole	2021-02-01
2020-09-30	$5,569,306	30,054	+15.7%	Shares	Sole	2020-11-06
2020-06-30	$4,422,136	25,982	+54.3%	Shares	Sole	2020-08-05
2020-03-31	$2,346,601	16,836	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.