BWM
VRSK icon

Baron Wealth Management’s Verisk Analytics VRSK Stock Holding History

Baron 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 		$488K Buy
2,716
+193
+8% +$34K 0.13% 114
2026
Q1 		$479K Sell
2,523
-42
-2% -$8.52K 0.14% 108
2025
Q4 		$574K Buy
2,565
+375
+17% +$84.6K 0.18% 86
2025
Q3 		$551K Sell
2,190
-57
-3% -$15.6K 0.18% 76
2025
Q2 		$700K Sell
2,247
-80
-3% -$24.3K 0.25% 56
2025
Q1 		$693K Buy
2,327
+7
+0.3% +$2.02K 0.3% 48
2024
Q4 		$639K Buy
2,320
+3
+0.1% +$835 0.3% 47
2024
Q3 		$621K Sell
2,317
-38
-2% -$10.3K 0.3% 49
2024
Q2 		$635K Hold
2,355
– – 0.33% 41
2024
Q1 		$555K Sell
2,355
-4
-0.2% -$961 0.29% 49
2023
Q4 		$563K Sell
2,359
-16
-0.7% -$3.79K 0.31% 47
2023
Q3 		$561K Buy
2,375
+10
+0.4% +$2.36K 0.36% 41
2023
Q2 		$535K Sell
2,365
-829
-26% -$174K 0.34% 42
2023
Q1 		$613K Buy
3,194
+2
+0.1% +$362 0.43% 30
2022
Q4 		$563K Buy
+3,192
New +$561K 0.43% 33

Other funds holding VRSK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return