BWP
VRSK icon

BSW Wealth Partners’s Verisk Analytics VRSK Stock Holding History

BSW Wealth 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
Q1 		– Sell
-993
Closed -$222K – 345
2025
Q4 		$222K Sell
993
-262
-21% -$59.1K 0.03% 290
2025
Q3 		$316K Sell
1,255
-38
-3% -$10.4K 0.04% 247
2025
Q2 		$403K Buy
1,293
+216
+20% +$65.5K 0.06% 195
2025
Q1 		$321K Buy
1,077
+1
+0.1% +$288 0.05% 223
2024
Q4 		$296K Buy
1,076
+46
+4% +$12.8K 0.04% 233
2024
Q3 		$276K Sell
1,030
-2
-0.2% -$541 0.04% 240
2024
Q2 		$278K Sell
1,032
-48
-4% -$11.7K 0.05% 221
2024
Q1 		$255K Sell
1,080
-49
-4% -$11.8K 0.04% 243
2023
Q4 		$270K Sell
1,129
-6
-0.5% -$1.42K 0.05% 219
2023
Q3 		$268K Sell
1,135
-47
-4% -$11.1K 0.06% 192
2023
Q2 		$267K Sell
1,182
-2,528
-68% -$531K 0.06% 204
2023
Q1 		$712K Sell
3,710
-124
-3% -$22.5K 0.15% 102
2022
Q4 		$676K Buy
3,834
+620
+19% +$109K 0.15% 103
2022
Q3 		$548K Sell
3,214
-309
-9% -$57.8K 0.13% 103
2022
Q2 		$610K Buy
3,523
+260
+8% +$48.5K 0.15% 103
2022
Q1 		$700K Buy
3,263
+297
+10% +$58.6K 0.18% 92
2021
Q4 		$678K Buy
2,966
+142
+5% +$31K 0.17% 89
2021
Q3 		$565K Sell
2,824
-350
-11% -$67.8K 0.16% 96
2021
Q2 		$554K Buy
3,174
+607
+24% +$108K 0.15% 95
2021
Q1 		$454K Buy
2,567
+398
+18% +$72.9K 0.13% 95
2020
Q4 		$450K Buy
2,169
+52
+2% +$10.1K 0.14% 88
2020
Q3 		$392K Buy
2,117
+723
+52% +$132K 0.15% 85
2020
Q2 		$237K Buy
+1,394
New +$220K 0.08% 123

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

BSW Wealth Partners's VRSK Position: Q1 2026 in Review

BSW Wealth Partners sold out of Verisk Analytics (VRSK) in Q1 2026, closing a stake of 993 shares — an estimated $222K sold.

BSW Wealth Partners first reported a position in VRSK in Q2 2020 and held it in 23 quarters. The position peaked at $712K in Q1 2023. 959 funds tracked by Wall St. Rank hold VRSK as of Q1 2026.

  • BSW Wealth Partners reported no remaining Verisk Analytics position as of Q1 2026 after selling out during the quarter.
  • BSW Wealth Partners sold 993 Verisk Analytics shares in Q1 2026, an estimated $222K.
  • BSW Wealth Partners first reported a position in Verisk Analytics in Q2 2020 and held it in 23 quarters.
  • BSW Wealth Partners's Verisk Analytics position peaked at $712K in Q1 2023.
  • 959 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2026.

Based on BSW Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.