Accretive Wealth Partners, LLC

Position in VRSK — Verisk Analytics, Inc.

CIK 1844444 PARSIPPANY, NJ

Position in VRSK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$740,920

-$121,683 QoQ

Shares Held

4,127

-9.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#516

of 948 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $2,303,421 across 3 Consulting Services names. VRSK ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCN	Fti Consulting, Inc	6,107	$910,004
2	VRSK	Verisk Analytics, Inc. This page	4,127	$740,920
3	EFX	Equifax Inc	4,111	$652,497

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$740,920	4,127	-9.2%	Shares	Sole	2026-07-29
2026-03-31	$862,603	4,546	+1.2%	Shares	Sole	2026-04-22
2025-12-31	$1,005,039	4,493	-4.1%	Shares	Sole	2026-01-28
2025-09-30	$1,178,827	4,687	+3.1%	Shares	Sole	2025-11-07
2025-06-30	$1,416,702	4,548	+0.8%	Shares	Sole	2025-07-29
2025-03-31	$1,342,266	4,510	+8.9%	Shares	Sole	2025-05-07
2024-12-31	$1,140,280	4,140	-0.5%	Shares	Sole	2025-01-30
2024-09-30	$1,114,713	4,160	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$1,127,527	4,183	-0.8%	Shares	Sole	2024-08-05
2024-03-31	$994,073	4,217	-0.9%	Shares	Sole	2024-05-06
2023-12-31	$1,016,349	4,255	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$1,016,304	4,302	+0.6%	Shares	Sole	2023-11-06
2023-06-30	$966,278	4,275	+3.4%	Shares	Sole	2023-08-07
2023-03-31	$793,149	4,134	+1.7%	Shares	Sole	2023-05-04
2022-12-31	$717,147	4,065	+3.6%	Shares	Sole	2023-02-13
2022-09-30	$669,159	3,924	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$676,262	3,907	-7.2%	Shares	Sole	2022-08-12
2022-03-31	$903,592	4,210	+2.0%	Shares	Sole	2022-05-12
2021-12-31	$943,968	4,127	+2.8%	Shares	Sole	2022-02-14
2021-09-30	$803,683	4,013	+5.9%	Shares	Sole	2021-11-12
2021-06-30	$662,014	3,789	+14.8%	Shares	Sole	2021-08-13
2021-03-31	$583,253	3,301	+13.8%	Shares	Sole	2021-05-17
2020-12-31	$602,011	2,900	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.