Bogart Wealth LLC’s Verisk Analytics VRSK Stock Holding History

Bogart Wealth LLC’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	$12.8K	Buy	71 +40	+129%	+$7.04K	﹤0.01%	931
2026 Q1	$5.88K	Buy	31 +14	+82%	+$2.84K	﹤0.01%	1025
2025 Q4	$3.8K	Sell	17 -4	-19%	-$903	﹤0.01%	1057
2025 Q3	$5.28K	Buy	21 +3	+17%	+$823	﹤0.01%	971
2025 Q2	$5.61K	Buy	18 +6	+50%	+$1.82K	﹤0.01%	914
2025 Q1	$3.57K	Sell	12 -3	-20%	-$865	﹤0.01%	966
2024 Q4	$4.13K	Buy	15 +3	+25%	+$835	﹤0.01%	930
2024 Q3	$3.22K	Hold	12	–	–	﹤0.01%	907
2024 Q2	$3.23K	Hold	12	–	–	﹤0.01%	867
2024 Q1	$2.83K	Hold	12	–	–	﹤0.01%	863
2023 Q4	$2.87K	Hold	12	–	–	﹤0.01%	849
2023 Q3	$2.83K	Hold	12	–	–	﹤0.01%	829
2023 Q2	$2.71K	Hold	12	–	–	﹤0.01%	840
2023 Q1	$2.3K	Buy	+12	New	+$2.17K	﹤0.01%	887

Other funds holding VRSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

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

Bogart Wealth LLC's VRSK Position: Q2 2026 in Review

Bogart Wealth LLC increased its Verisk Analytics (VRSK) stake by 129% in Q2 2026, buying an estimated $7.04K and bringing the position to 71 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Bogart Wealth LLC first reported a position in VRSK in Q1 2023 and has held it in 14 quarters since. 958 funds tracked by Wall St. Rank hold VRSK as of Q2 2026.

Bogart Wealth LLC held 71 shares of Verisk Analytics worth $12.8K as of Q2 2026.
Bogart Wealth LLC bought 40 Verisk Analytics shares in Q2 2026, an estimated $7.04K.
Verisk Analytics made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #931 holding.
Bogart Wealth LLC first reported a position in Verisk Analytics in Q1 2023 and has held it in 14 quarters since.
958 funds tracked by Wall St. Rank held Verisk Analytics as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.