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Bartlett & Co Wealth Management’s Verisk Analytics VRSK Stock Holding History

Bartlett & Co 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 		$1.79K Buy
10
+8
+400% +$1.41K ﹤0.01% 1176
2026
Q1 		$357 Sell
2
-108
-98% -$21.9K ﹤0.01% 1182
2025
Q4 		$24.6K Buy
110
+5
+5% +$1.13K ﹤0.01% 786
2025
Q3 		$26.4K Sell
105
-20
-16% -$5.49K ﹤0.01% 775
2025
Q2 		$38.9K Hold
125
– – ﹤0.01% 696
2025
Q1 		$37.2K Buy
125
+21
+20% +$6.05K ﹤0.01% 711
2024
Q4 		$28.6K Hold
104
– – ﹤0.01% 751
2024
Q3 		$27.9K Hold
104
– – ﹤0.01% 760
2024
Q2 		$28K Hold
104
– – ﹤0.01% 764
2024
Q1 		$24.5K Hold
104
– – ﹤0.01% 793
2023
Q4 		$24.7K Hold
104
– – ﹤0.01% 841
2023
Q3 		$24.6K Hold
104
– – ﹤0.01% 776
2023
Q2 		$23.5K Hold
104
– – ﹤0.01% 796
2023
Q1 		$20K Hold
104
– – ﹤0.01% 714
2022
Q4 		$18.3K Sell
104
-16
-13% -$2.81K ﹤0.01% 729
2022
Q3 		$20.5K Hold
120
– – ﹤0.01% 701
2022
Q2 		$20.8K Buy
120
+30
+33% +$5.59K ﹤0.01% 733
2022
Q1 		$19.3K Buy
+90
New +$17.7K ﹤0.01% 734
2021
Q4 		– Sell
-115
Closed -$23K – 878
2021
Q3 		$23K Buy
+115
New +$22.3K ﹤0.01% 622

Other funds holding VRSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bartlett & Co Wealth Management's VRSK Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Verisk Analytics (VRSK) stake by 400% in Q2 2026, buying an estimated $1.41K and bringing the position to 10 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Bartlett & Co Wealth Management first reported a position in VRSK in Q3 2021 and has held it in 19 quarters since. The position peaked at $38.9K in Q2 2025. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Bartlett & Co Wealth Management held 10 shares of Verisk Analytics worth $1.79K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 8 Verisk Analytics shares in Q2 2026, an estimated $1.41K.
  • Verisk Analytics made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1176 holding.
  • Bartlett & Co Wealth Management first reported a position in Verisk Analytics in Q3 2021 and has held it in 19 quarters since.
  • Bartlett & Co Wealth Management's Verisk Analytics position peaked at $38.9K in Q2 2025.
  • 957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.