Position in VRSK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$445,952
-$130,508 QoQ
Shares Held
2,484
-18.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 952 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRSK Over Time
Shares Held
Position Value (USD)
Position in Consulting Services
Industrials · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $2,154,199 across 11 Consulting Services names. VRSK ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
5,416 | $859,627 | |
| 2 | VRSK |
Verisk Analytics, Inc.
This page
|
2,484 | $445,952 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
6,169 | $374,273 | |
| 4 | FCN |
Fti Consulting, Inc
|
1,800 | $268,218 | |
| 5 | ICFI |
ICF International, Inc.
|
1,840 | $134,062 | |
| 6 | CRAI |
Cra International, Inc.
|
186 | $26,467 | |
| 7 | RGP |
Resources Connection, Inc.
|
3,593 | $15,270 | |
| 8 | HURN |
Huron Consulting Group Inc.
|
157 | $14,155 |
All Filings in VRSK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,952 | 2,484 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $576,460 | 3,038 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $790,747 | 3,144 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,089,627 | 3,498 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,219,051 | 4,096 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,710,971 | 6,212 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,120,340 | 4,181 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,125,910 | 4,177 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $972,386 | 4,125 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $961,889 | 4,027 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,249,473 | 5,289 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,187,561 | 5,254 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $256,324 | 1,336 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||