BerganKDV Wealth Management’s Verisk Analytics VRSK Stock Holding History

BerganKDV 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
2023 Q2	$1.81K	Hold	8	–	–	﹤0.01%	700
2023 Q1	$1.53K	Hold	8	–	–	﹤0.01%	861
2022 Q4	$1.41K	Sell	8 -1	-11%	-$176	﹤0.01%	842
2022 Q3	$2K	Buy	9 +1	+13%	+$187	﹤0.01%	841
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	947
2022 Q1	$2K	Sell	8 -18	-69%	-$3.55K	﹤0.01%	884
2021 Q4	$6K	Buy	26 +18	+225%	+$3.93K	﹤0.01%	764
2021 Q3	$2K	Hold	8	–	–	﹤0.01%	920
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	955
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	902
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	809
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	876
2020 Q2	$1K	Sell	8 -2	-20%	-$316	﹤0.01%	914
2020 Q1	$1K	Hold	10	–	–	﹤0.01%	894
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	907
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	641
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	724
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	721
2018 Q4	$1K	Buy	+10	New	+$1.17K	﹤0.01%	685

Other funds holding VRSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BerganKDV Wealth Management's VRSK Position: Q2 2023 in Review

BerganKDV Wealth Management held its Verisk Analytics (VRSK) position steady in Q2 2023 at 8 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

BerganKDV Wealth Management first reported a position in VRSK in Q4 2018 and has held it in 19 quarters since. The position peaked at $6K in Q4 2021. 866 funds tracked by Wall St. Rank hold VRSK as of Q2 2023.

BerganKDV Wealth Management held 8 shares of Verisk Analytics worth $1.81K as of Q2 2023.
BerganKDV Wealth Management left its Verisk Analytics share count unchanged in Q2 2023.
Verisk Analytics made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #700 holding.
BerganKDV Wealth Management first reported a position in Verisk Analytics in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Verisk Analytics position peaked at $6K in Q4 2021.
866 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.