Bristlecone Advisors, LLC VRSK β€” VERISK ANALYTICS INC

Ownership history in Bristlecone Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Bristlecone Advisors, LLC reported VERISK ANALYTICS INC (VRSK) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows VRSK at 0.02% 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.

What this VRSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bristlecone Advisors, 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 Q2

VRSK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q2

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 Bristlecone Advisors, LLC held VRSK β€” position size vs. price
% of Fund (quarterly)    VRSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED β€” β€” β€” 700 β€” 0% 0.02% $218K 2025-08-04 $266.31
2025 Q1 REDUCED 12.5% +4.8% ❌ 700 -100 -12.5% 0.02% $208K 2025-05-12 $301.30
2024 Q4 UNCHANGED β€” β€” β€” 800 β€” 0% 0.02% $220K 2025-01-29 $279.97
2024 Q3 UNCHANGED β€” β€” β€” 800 β€” 0% 0.02% $214K 2024-10-24 $262.16
2024 Q2 INITIATED β€” β€” β€” 800 β€” β€” 0.02% $216K 2024-07-25 $272.57

FAQ About Bristlecone Advisors, 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 Bristlecone Advisors, LLC reported owning VRSK?

Bristlecone Advisors, LLC reported VRSK across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported VRSK position in Bristlecone Advisors, LLC's portfolio?

The largest reported portfolio weight for VRSK was 0.02% in 2024 Q2.

What is the latest reported VRSK position on this page?

The most recent filing on this page is 2025 Q2, when Bristlecone Advisors, LLC reported 700 shares, equal to 0.02% of portfolio, with an estimated market value of $218K.

What does the chart on this VRSK ownership page compare?

The chart compares Bristlecone Advisors, 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.

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