EverSource Wealth Advisors, LLC
Position in VRSK — Verisk Analytics, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in VRSK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$294,424
+$59,328 QoQ
Shares Held
1,640
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#118
of 239 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRSK Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $880,966 across 11 Consulting Services names. VRSK ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
2,436 | $386,638 | |
| 2 | VRSK |
Verisk Analytics, Inc.
This page
|
1,640 | $294,424 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
1,778 | $107,869 | |
| 4 | ICFI |
ICF International, Inc.
|
535 | $38,977 | |
| 5 | FCN |
Fti Consulting, Inc
|
193 | $28,757 | |
| 6 | CRAI |
Cra International, Inc.
|
79 | $11,240 | |
| 7 | RGP |
Resources Connection, Inc.
|
1,340 | $5,694 | |
| 8 | FORR |
Forrester Research, Inc.
|
432 | $3,631 |
All Filings in VRSK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,424 | 1,640 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $235,096 | 1,239 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $259,475 | 1,160 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $419,265 | 1,667 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $442,017 | 1,419 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $297,023 | 998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $309,304 | 1,123 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $136,120 | 508 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $110,511 | 410 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $61,994 | 263 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $52,785 | 221 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $41,576 | 176 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $50,629 | 224 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,614 | 170 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,760 | 61 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $13,301 | 78 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,192 | 30 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,369 | 39 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,718 | 25 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||