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

Transamerica Financial Advisors’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Sell	1,819 -1,910	-51%	-$128K	0.01%	515
2026 Q1	$247K	Buy	3,729 +971	+35%	+$66.9K	0.02%	370
2025 Q4	$193K	Buy	2,758 +212	+8%	+$15.6K	0.02%	368
2025 Q3	$195K	Buy	2,546 +504	+25%	+$35.9K	0.02%	334
2025 Q2	$150K	Sell	2,042 -97	-5%	-$6.95K	0.01%	245
2025 Q1	$153K	Sell	2,139 -24	-1%	-$1.47K	0.02%	237
2024 Q4	$127K	Buy	2,163 +5	+0.2%	+$299	0.01%	246
2024 Q3	$123K	Buy	+2,158	New	+$121K	0.01%	256

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Transamerica Financial Advisors's WRB Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its W.R. Berkley (WRB) stake by 51% in Q2 2026, selling an estimated $128K and leaving 1,819 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #515.

Transamerica Financial Advisors first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $247K in Q1 2026. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Transamerica Financial Advisors held 1,819 shares of W.R. Berkley worth $129K as of Q2 2026.
Transamerica Financial Advisors sold 1,910 W.R. Berkley shares in Q2 2026, an estimated $128K.
W.R. Berkley made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #515 holding.
Transamerica Financial Advisors first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
Transamerica Financial Advisors's W.R. Berkley position peaked at $247K in Q1 2026.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.