Berman Capital Advisors’s Verisk Analytics VRSK Stock Holding History

Berman Capital Advisors’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
2021 Q3	$124K	Buy	624 +106	+20%	+$20.5K	0.02%	381
2021 Q2	$89K	Buy	518 +77	+17%	+$13.7K	0.01%	416
2021 Q1	$77K	Buy	441 +230	+109%	+$42.1K	0.02%	361
2020 Q4	$43K	Buy	211 +7	+3%	+$1.36K	0.01%	449
2020 Q3	$37K	Hold	204	–	–	0.01%	424
2020 Q2	$34K	Buy	204 +4	+2%	+$632	0.01%	410
2020 Q1	$27K	Buy	200 +37	+23%	+$5.8K	0.01%	427
2019 Q4	$24K	Hold	163	–	–	0.01%	486
2019 Q3	$25K	Hold	163	–	–	0.01%	457
2019 Q2	$23K	Buy	163 +19	+13%	+$2.68K	0.01%	480
2019 Q1	$19K	Buy	144 +78	+118%	+$9.49K	0.01%	475
2018 Q4	$7K	Buy	+66	New	+$7.72K	﹤0.01%	610

Other funds holding VRSK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Berman Capital Advisors's VRSK Position: Q3 2021 in Review

Berman Capital Advisors increased its Verisk Analytics (VRSK) stake by 20% in Q3 2021, buying an estimated $20.5K and bringing the position to 624 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #381.

Berman Capital Advisors first reported a position in VRSK in Q4 2018 and has held it in 12 quarters since. 750 funds tracked by Wall St. Rank hold VRSK as of Q3 2021.

Berman Capital Advisors held 624 shares of Verisk Analytics worth $124K as of Q3 2021.
Berman Capital Advisors bought 106 Verisk Analytics shares in Q3 2021, an estimated $20.5K.
Verisk Analytics made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #381 holding.
Berman Capital Advisors first reported a position in Verisk Analytics in Q4 2018 and has held it in 12 quarters since.
750 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.