Verisk Analytics (VRSK) Positions Well for Long-Term Expansion

Madison Investments released its Q2 2026 fund letter, highlighting Verisk Analytics (VRSK) as a newly added position. Verisk Analytics is a US-based tech firm providing data analytics and solutions to the US insurance industry. The company's stock closed at $171.94 per share in September 2026, down 8.48% over the past month but down 29.23% year-to-date.

Verisk Analytics has a market cap of $22.37 billion and trades within a $155.94-$253.35 range over the past year. The fund's manager purchased shares in Verisk Analytics following its impressive revenue growth since going public in 2009. Despite the sell-off of asset-light businesses, the firm believes Verisk's valuation is attractive and expects continued healthy revenue growth due to increasing demand for data analytics.