The mixed institutional activity and lack of insider buying suggest no strong shared thesis. Monitor next quarter's 13F for follow-through or reversal of these positions.
Executive Summary
Institutional activity in VRSK during Q3 2026 was mixed: three asset managers (Assenagon, Robeco, Hb Wealth) added $25.7M in positions, while three others (Truist, Davenport, Concurrent) trimmed $12.2M. The net buying of $13.5M is modest relative to VRSK's $24.7B market cap, and the 45-day reporting lag plus absence of insider buying weaken the signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $13.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +217.9% | $32.2M | $21.3M |
| Robeco Institutional Asset Management B.v. | DOUBLED | +641% | $4.7M | $4.0M |
| Hb Wealth Management | ADD | +37.9% | $1.5M | $346.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Truist Financial | TRIM | -40.4% | $19.3M | -$8.6M |
| Davenport & Co | TRIM | -61.5% | $4.6M | -$2.9M |
| Concurrent Investment Advisors | TRIM | -62.8% | $1.1M | -$731.0K |
Key Facts
- 3 institutional buyers added $25.7M in VRSK positions during Q3 2026 (Assenagon +$21.3M, Robeco +$4.0M, Hb Wealth +$346K).
- 3 institutional sellers trimmed $12.2M (Truist -$8.6M, Davenport -$2.9M, Concurrent -$731K).
- Net institutional buying of $13.5M is ~0.05% of VRSK's $24.7B market cap.
- No open-market insider buying corroborates the cluster; the 13F × Form 4 confluence score is 8/100 (divergent).
- All six funds are asset managers; no activist, quant, or family office participants.
Financial Impact
3 institutions accumulated $25.7M in new positions while 3 reduced holdings by $12.2M, for net buying of $13.5M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end.
- All participants are asset managers; no high-conviction activist or family office involvement.
- Insider selling of $677K in the prior 30 days diverges from the institutional buying signal.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-VRSK-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Institutional Cluster | $197.31 | awaiting T+5 | awaiting T+5 | No price |
Oct 29, 2026 3d ago | 8-K | $191.31 | awaiting T+5 | awaiting T+5 | No price |
Oct 23, 2026 9d ago | Court Ruling | $196.19 | awaiting T+5 | awaiting T+5 | No price |
Oct 20, 2026 12d ago | 144 | $192.34 $187.73 | ▼ −2.40% | ▼ −2.30% | No price |
Oct 1, 2026 4w ago | Press Release | $163.88 $177.63 | ▲ +8.39% | ▲ +7.23% | No price |
Sep 1, 2026 8w ago | Press Release | $194.35 $177.99 | ▼ −8.42% | ▼ −8.50% | No price |
Sep 1, 2026 8w ago | Press Release | No price | awaiting T+5 | awaiting T+5 | No price |
Aug 18, 2026 10w ago | 8-K | $186.45 $187.87 | ▲ +0.76% | ▲ +1.15% | No price |
Aug 7, 2026 12w ago | Court Ruling | $180.70 $175.15 | ▲ +3.07% | ▲ +3.02% | No price |
Aug 3, 2026 12w ago | Insider Cluster | $192.28 $180.49 | ▼ −6.14% | ▼ −6.04% | No price |
US Market Status
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