Blue Bell Private Wealth Management’s Verisk Analytics VRSK Stock Holding History

Blue Bell Private 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
2025 Q1	–	Sell	-17	Closed	-$4.68K	–	756
2024 Q4	$4.68K	Sell	17 -6	-26%	-$1.67K	﹤0.01%	556
2024 Q3	$6.16K	Buy	23 +10	+77%	+$2.71K	﹤0.01%	558
2024 Q2	$3.5K	Hold	13	–	–	﹤0.01%	599
2024 Q1	$3.06K	Buy	13 +4	+44%	+$961	﹤0.01%	612
2023 Q4	$2.15K	Hold	9	–	–	﹤0.01%	620
2023 Q3	$2.13K	Hold	9	–	–	﹤0.01%	567
2023 Q2	$2.03K	Hold	9	–	–	﹤0.01%	582
2023 Q1	$1.73K	Hold	9	–	–	﹤0.01%	564
2022 Q4	$1.59K	Hold	9	–	–	﹤0.01%	591
2022 Q3	$2K	Hold	9	–	–	﹤0.01%	626
2022 Q2	$2K	Hold	9	–	–	﹤0.01%	663
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	719
2021 Q4	$2K	Buy	+9	New	+$1.96K	﹤0.01%	718

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blue Bell Private Wealth Management's VRSK Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Verisk Analytics (VRSK) in Q1 2025, closing a stake of 17 shares — an estimated $4.68K sold.

Blue Bell Private Wealth Management first reported a position in VRSK in Q4 2021 and held it in 13 quarters. The position peaked at $6.16K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold VRSK as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining Verisk Analytics position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 17 Verisk Analytics shares in Q1 2025, an estimated $4.68K.
Blue Bell Private Wealth Management first reported a position in Verisk Analytics in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's Verisk Analytics position peaked at $6.16K in Q3 2024.
1,028 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.