Position in VRSK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$25,134
-$4,656 QoQ
Shares Held
140
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#780
of 948 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $214,393 across 9 Consulting Services names. VRSK ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
823 | $130,626 | |
| 2 | BAH |
Booz Allen Hamilton Holding Corp
|
592 | $35,916 | |
| 3 | VRSK |
Verisk Analytics, Inc.
This page
|
140 | $25,134 | |
| 4 | ICFI |
ICF International, Inc.
|
128 | $9,326 | |
| 5 | FCN |
Fti Consulting, Inc
|
55 | $8,195 | |
| 6 | CRAI |
Cra International, Inc.
|
27 | $3,842 | |
| 7 | FORR |
Forrester Research, Inc.
|
140 | $1,177 | |
| 8 | RGP |
Resources Connection, Inc.
|
39 | $165 |
All Filings in VRSK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,134 | 140 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $29,790 | 157 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,908 | 89 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,796 | 31 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,541 | 21 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,059 | 17 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,754 | 10 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,143 | 8 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,156 | 8 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,650 | 7 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $955 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $944 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $904 | 4 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $575 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $529 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||