Transamerica Financial Advisors’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$150K	Sell	2,042 -97	-5%	-$7.12K	0.01%	245
2025 Q1	$153K	Sell	2,139 -24	-1%	-$1.72K	0.02%	237
2024 Q4	$127K	Buy	2,163 +5	+0.2%	+$294	0.01%	246
2024 Q3	$123K	Buy	+2,158	New	+$123K	0.01%	256