BFP
VRSK icon

Birchwood Financial Partners’s Verisk Analytics VRSK Stock Holding History

Birchwood Financial Partners’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 		$9.52K Sell
53
-1
-2% -$176 0.01% 277
2026
Q1 		$10.2K Hold
54
– – 0.01% 274
2025
Q4 		$12.1K Buy
+54
New +$12.2K 0.01% 265

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

Birchwood Financial Partners's VRSK Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Verisk Analytics (VRSK) stake by 1.9% in Q2 2026, selling an estimated $176 and leaving 53 shares worth $9.52K. The position accounts for 0.01% of the portfolio, ranked #277.

Birchwood Financial Partners first reported a position in VRSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.1K in Q4 2025. 954 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

  • Birchwood Financial Partners held 53 shares of Verisk Analytics worth $9.52K as of Q2 2026.
  • Birchwood Financial Partners sold 1 Verisk Analytics share in Q2 2026, an estimated $176.
  • Verisk Analytics made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #277 holding.
  • Birchwood Financial Partners first reported a position in Verisk Analytics in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Verisk Analytics position peaked at $12.1K in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.