Position in VRSK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$361,214
+$45,470 QoQ
Shares Held
2,012
+20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 948 holders
Holding Since
Mar 2020
25 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, 2026Clearstead Advisors, LLC holds $830,520 across 8 Consulting Services names. VRSK ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFX |
Equifax Inc
|
2,627 | $416,957 | |
| 2 | VRSK |
Verisk Analytics, Inc.
This page
|
2,012 | $361,214 | |
| 3 | BAH |
Booz Allen Hamilton Holding Corp
|
501 | $30,395 | |
| 4 | FCN |
Fti Consulting, Inc
|
67 | $9,983 | |
| 5 | CRAI |
Cra International, Inc.
|
37 | $5,265 | |
| 6 | ICFI |
ICF International, Inc.
|
51 | $3,715 | |
| 7 | HURN |
Huron Consulting Group Inc.
|
33 | $2,975 | |
| 8 | FORR |
Forrester Research, Inc.
|
2 | $16 |
All Filings in VRSK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,214 | 2,012 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $315,744 | 1,664 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $301,534 | 1,348 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $289,739 | 1,152 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $304,647 | 978 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $480,061 | 1,613 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $443,717 | 1,611 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $431,683 | 1,611 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,451 | 1,174 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $116,686 | 495 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $192,043 | 804 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $227,262 | 962 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $179,693 | 795 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $88,831 | 463 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $4,774 | 28 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $36,002 | 208 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $101,519 | 473 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $98,811 | 432 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $129,574 | 647 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $114,441 | 655 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $67,495 | 382 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $79,299 | 382 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $67,823 | 366 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $62,293 | 366 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $51,013 | 366 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||