Kovitz Investment Group Partners’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,803	Closed	-$705K	–	1307
2025 Q3	$705K	Buy	2,803 +433	+18%	+$119K	﹤0.01%	926
2025 Q2	$738K	Buy	2,370 +108	+5%	+$32.7K	﹤0.01%	864
2025 Q1	$673K	Sell	2,262 -5,048	-69%	-$1.45M	﹤0.01%	836
2024 Q4	$2.01M	Buy	7,310 +120	+2%	+$33.4K	0.01%	567
2024 Q3	$1.49M	Buy	7,190 +1,668	+30%	+$452K	0.01%	541
2024 Q2	$1.49M	Buy	5,522 +603	+12%	+$148K	0.01%	471
2024 Q1	$1.16M	Buy	4,919 +1,483	+43%	+$356K	0.01%	385
2023 Q4	$821K	Sell	3,436 -7	-0.2%	-$1.66K	0.01%	302
2023 Q3	$813K	Sell	3,443 -3,472	-50%	-$818K	0.01%	299
2023 Q2	$1.56M	Buy	6,915 +3,171	+85%	+$666K	0.02%	260
2023 Q1	$718K	Sell	3,744 -120	-3%	-$21.7K	0.01%	315
2022 Q4	$682K	Sell	3,864 -2,309	-37%	-$406K	0.01%	317
2022 Q3	$1.05M	Hold	6,173	–	–	0.02%	259
2022 Q2	$1.07M	Sell	6,173 -300	-5%	-$55.9K	0.02%	276
2022 Q1	$1.39M	Buy	+6,473	New	+$1.28M	0.03%	261
2021 Q4	–	Sell	-6,533	Closed	-$1.31M	–	463
2021 Q3	$1.31M	Hold	6,533	–	–	0.03%	275
2021 Q2	$1.14M	Buy	+6,533	New	+$1.16M	0.02%	289