BELLEVUE ASSET MANAGEMENT, LLC VRSK VERISK ANALYTICS INC

Ownership history in BELLEVUE ASSET MANAGEMENT, LLC  ·  23 quarters on record

AI Ownership Summary

BELLEVUE ASSET MANAGEMENT, LLC reported VERISK ANALYTICS INC (VRSK) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows VRSK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VRSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BELLEVUE ASSET MANAGEMENT, LLC's position in VERISK ANALYTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VRSK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BELLEVUE ASSET MANAGEMENT, LLC held VRSK — position size vs. price
% of Fund (quarterly)    VRSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 4 0% 0.00% $1K 2025-11-04 $218.99
2025 Q2 UNCHANGED 4 0% 0.00% $1K 2025-07-23 $295.42
2025 Q1 UNCHANGED 4 0% 0.00% $1K 2025-04-28 $286.18
2024 Q4 UNCHANGED 4 0% 0.00% $1K 2025-02-06 $292.22
2024 Q3 UNCHANGED 4 0% 0.00% $1K 2024-10-25 $261.84
2024 Q2 REDUCED 20.0% -0.5% 4 -1 -20.0% 0.00% $1K 2024-07-31 $258.59
2024 Q1 UNCHANGED 5 0% 0.00% $1K 2024-04-26 $218.15
2023 Q4 UNCHANGED 5 0% 0.00% $1K 2024-02-06 $244.71
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BELLEVUE ASSET MANAGEMENT, LLC and VRSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BELLEVUE ASSET MANAGEMENT, LLC reported owning VRSK?

BELLEVUE ASSET MANAGEMENT, LLC reported VRSK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VRSK position in BELLEVUE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VRSK was 0.00% in 2023 Q4.

What is the latest reported VRSK position on this page?

The most recent filing on this page is 2025 Q3, when BELLEVUE ASSET MANAGEMENT, LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this VRSK ownership page compare?

The chart compares BELLEVUE ASSET MANAGEMENT, LLC's quarterly VRSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BELLEVUE ASSET MANAGEMENT, LLC time their VRSK position?

Based on 13F filing dates vs. subsequent VRSK price moves, BELLEVUE ASSET MANAGEMENT, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on VRSK relative to SPY over the holding period was -8.2%.

← Back to BELLEVUE ASSET MANAGEMENT, LLC Holdings