Kovitz Investment Group Partners’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $738K | Buy |
2,370
+108
| +5% | +$33.6K | ﹤0.01% | 862 |
|
2025
Q1 | $673K | Sell |
2,262
-5,048
| -69% | -$1.5M | ﹤0.01% | 831 |
|
2024
Q4 | $2.01M | Buy |
7,310
+120
| +2% | +$33.1K | 0.01% | 566 |
|
2024
Q3 | $1.49M | Buy |
7,190
+1,668
| +30% | +$345K | 0.01% | 539 |
|
2024
Q2 | $1.49M | Buy |
5,522
+603
| +12% | +$163K | 0.01% | 469 |
|
2024
Q1 | $1.16M | Buy |
4,919
+1,483
| +43% | +$350K | 0.01% | 383 |
|
2023
Q4 | $821K | Sell |
3,436
-7
| -0.2% | -$1.67K | 0.01% | 301 |
|
2023
Q3 | $813K | Sell |
3,443
-3,472
| -50% | -$820K | 0.01% | 298 |
|
2023
Q2 | $1.56M | Buy |
6,915
+3,171
| +85% | +$717K | 0.02% | 258 |
|
2023
Q1 | $718K | Sell |
3,744
-120
| -3% | -$23K | 0.01% | 313 |
|
2022
Q4 | $682K | Sell |
3,864
-2,309
| -37% | -$408K | 0.01% | 315 |
|
2022
Q3 | $1.05M | Hold |
6,173
| – | – | 0.02% | 258 |
|
2022
Q2 | $1.07M | Sell |
6,173
-300
| -5% | -$51.9K | 0.02% | 275 |
|
2022
Q1 | $1.39M | Buy |
+6,473
| New | +$1.39M | 0.03% | 259 |
|
2021
Q4 | – | Sell |
-6,533
| Closed | -$1.31M | – | 450 |
|
2021
Q3 | $1.31M | Hold |
6,533
| – | – | 0.03% | 272 |
|
2021
Q2 | $1.14M | Buy |
+6,533
| New | +$1.14M | 0.02% | 285 |
|