Beaird Harris Wealth Management’s Verisk Analytics VRSK Stock Holding History

Beaird Harris 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	$1.62K	Sell	9 -2	-18%	-$352	﹤0.01%	538
2026 Q1	$2.09K	Hold	11	–	–	﹤0.01%	492
2025 Q4	$2.46K	Hold	11	–	–	﹤0.01%	505
2025 Q3	$2.77K	Buy	11 +2	+22%	+$549	﹤0.01%	484
2025 Q2	$2.8K	Hold	9	–	–	﹤0.01%	464
2025 Q1	$2.68K	Hold	9	–	–	﹤0.01%	422
2024 Q4	$2.48K	Hold	9	–	–	﹤0.01%	416
2024 Q3	$2.41K	Sell	9 -35	-80%	-$9.47K	﹤0.01%	422
2024 Q2	$11.9K	Buy	+44	New	+$10.8K	﹤0.01%	356
2024 Q1	–	Sell	-13	Closed	-$3.11K	–	657
2023 Q4	$3.11K	Hold	13	–	–	﹤0.01%	424
2023 Q3	$3.07K	Buy	+13	New	+$3.06K	﹤0.01%	336
2023 Q1	–	Sell	-92	Closed	-$16.2K	–	742
2022 Q4	$16.2K	Buy	+92	New	+$16.2K	﹤0.01%	282

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Beaird Harris Wealth Management's VRSK Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Verisk Analytics (VRSK) stake by 18% in Q2 2026, selling an estimated $352 and leaving 9 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Beaird Harris Wealth Management first reported a position in VRSK in Q4 2022 and has held it in 12 quarters since. The position peaked at $16.2K in Q4 2022. 957 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Beaird Harris Wealth Management held 9 shares of Verisk Analytics worth $1.62K as of Q2 2026.
Beaird Harris Wealth Management sold 2 Verisk Analytics shares in Q2 2026, an estimated $352.
Verisk Analytics made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #538 holding.
Beaird Harris Wealth Management first reported a position in Verisk Analytics in Q4 2022 and has held it in 12 quarters since.
Beaird Harris Wealth Management's Verisk Analytics position peaked at $16.2K in Q4 2022.
957 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.