CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

VRSK holding history

Verisk Analytics, Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VRSK overview All 13F holders of VRSK Full Q2 2026 holdings

Shares (Q2 2026): 24,817
Value: $4.46M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of VRSK by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,817	$4.46M	0.2%	+2,255+10.0%	Added	Holders
Q1 2026	22,562	$4.28M	0.2%	+8,122+56.2%	Added	Holders
Q4 2025	14,440	$3.23M	0.3%	−757−5.0%	Reduced	Holders
Q3 2025	15,197	$3.82M	0.4%	+1,122+8.0%	Added	Holders
Q2 2025	14,075	$4.38M	0.5%	+647+4.8%	Added	Holders
Q1 2025	13,428	$4.00M	0.5%	+70+0.5%	Added	Holders
Q4 2024	13,358	$3.68M	0.4%	−424−3.1%	Reduced	Holders
Q3 2024	13,782	$3.69M	0.4%	−158−1.1%	Reduced	Holders
Q2 2024	13,940	$3.76M	0.4%	−3,556−20.3%	Reduced	Holders
Q1 2024	17,496	$4.12M	0.4%	+2,007+13.0%	Added	Holders
Q4 2023	15,489	$3.70M	0.4%	+385+2.5%	Added	Holders
Q3 2023	15,104	$3.57M	0.5%	−2,761−15.5%	Reduced	Holders
Q2 2023	17,865	$4.04M	0.5%	−2,547−12.5%	Reduced	Holders
Q1 2023	20,412	$3.92M	0.5%	+1,641+8.7%	Added	Holders
Q4 2022	18,771	$3.31M	0.4%	+619+3.4%	Added	Holders
Q3 2022	18,152	$3.10M	0.4%	−99−0.5%	Reduced	Holders
Q2 2022	18,251	$3.16M	0.4%	−951−5.0%	Reduced	Holders
Q1 2022	19,202	$4.12M	0.5%	−3,156−14.1%	Reduced	Holders
Q4 2021	22,358	$5.11M	0.6%	+2,675+13.6%	Added	Holders
Q3 2021	19,683	$3.94M	0.5%	+5,726+41.0%	Added	Holders
Q2 2021	13,957	$2.44M	0.3%	+1,190+9.3%	Added	Holders
Q1 2021	12,767	$2.26M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.