Transamerica Financial Advisors, LLC
Position in WRB — Berkley W R Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in WRB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$128,294
-$118,864 QoQ
Shares Held
1,819
-51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#733
of 947 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $2,506,624 across 19 Insurance - Property & Casualty names. WRB ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,687 | $915,568 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,367 | $735,521 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,284 | $423,874 | |
| 4 | WRB |
Berkley W R Corp
This page
|
1,819 | $128,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
548 | $101,456 | |
| 6 | HCI |
HCI Group, Inc.
|
543 | $95,160 | |
| 7 | AIZ |
Assurant, Inc.
|
147 | $39,473 | |
| 8 | ALL |
Allstate Corp
|
132 | $31,408 |
All Filings in WRB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,294 | 1,819 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $247,158 | 3,729 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $193,390 | 2,758 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $195,074 | 2,546 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $150,025 | 2,042 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $152,211 | 2,139 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $126,578 | 2,163 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $122,423 | 2,158 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||