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BBPWM
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
–
757
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
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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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