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CAPTRUST FINANCIAL ADVISORS: VRSK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on VRSK, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 40,708 VRSK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,708 shares
    Change vs previous 13F -79,907 shares

    0.01% of the 13F portfolio, value $7,308,283.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 120,615 shares
    Change vs previous 13F +6,807 shares

    0.04% of the 13F portfolio, value $22,886,085.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,808 shares
    Change vs previous 13F -790 shares

    0.05% of the 13F portfolio, value $25,457,652.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 114,598 shares
    Change vs previous 13F -266 shares

    0.06% of the 13F portfolio, value $28,822,601.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 114,864 shares
    Change vs previous 13F +6,100 shares

    0.08% of the 13F portfolio, value $35,780,027.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 108,764 shares
    Change vs previous 13F +16,239 shares

    0.08% of the 13F portfolio, value $32,370,332.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 92,525 shares
    Change vs previous 13F +6,517 shares

    0.07% of the 13F portfolio, value $25,484,200.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 86,008 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $23,046,671.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).