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BWM
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$34.1B AUM
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1-Year Est. Return
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$60.9B AUM
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1-Year Est. Return
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$145B AUM
22.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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