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BAM Wealth Management’s Verisk Analytics VRSK Stock Holding History

BAM Wealth Management’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682K Buy
3,798
+250
+7% +$44K 0.43% 65
2026
Q1 		$673K Buy
+3,548
New +$720K 0.5% 56

Other funds holding VRSK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BAM Wealth Management's VRSK Position: Q2 2026 in Review

BAM Wealth Management increased its Verisk Analytics (VRSK) stake by 7% in Q2 2026, buying an estimated $44K and bringing the position to 3,798 shares worth $682K. The position accounts for 0.43% of the portfolio, ranked #65.

BAM Wealth Management first reported a position in VRSK in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • BAM Wealth Management held 3,798 shares of Verisk Analytics worth $682K as of Q2 2026.
  • BAM Wealth Management bought 250 Verisk Analytics shares in Q2 2026, an estimated $44K.
  • Verisk Analytics made up 0.43% of BAM Wealth Management's portfolio in Q2 2026, its #65 holding.
  • BAM Wealth Management first reported a position in Verisk Analytics in Q1 2026 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.