BAM Wealth Management
VRSK icon

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
Q3 		– Sell
-3,798
Closed -$682K – 217
2026
Q2 		$682K Buy
3,798
+250
+7% +$44K 0.43% 65
2026
Q1 		$673K Buy
+3,548
New +$720K 0.5% 56

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Capital International Investors
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Massachusetts Financial Services
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Invesco
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Principal Financial Group
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UBS Group
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BAM Wealth Management's VRSK Position: Q3 2026 in Review

BAM Wealth Management sold out of Verisk Analytics (VRSK) in Q3 2026, closing a stake of 3,798 shares — an estimated $682K sold.

BAM Wealth Management first reported a position in VRSK in Q1 2026 and held it in 2 quarters. The position peaked at $682K in Q2 2026. 750 funds tracked by Wall St. Rank hold VRSK as of Q3 2026.

  • BAM Wealth Management reported no remaining Verisk Analytics position as of Q3 2026 after selling out during the quarter.
  • BAM Wealth Management sold 3,798 Verisk Analytics shares in Q3 2026, an estimated $682K.
  • BAM Wealth Management first reported a position in Verisk Analytics in Q1 2026 and held it in 2 quarters.
  • BAM Wealth Management's Verisk Analytics position peaked at $682K in Q2 2026.
  • 750 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.