Fire, Marine, And Casualty Insurance - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-23 NPORT-P AIG / American International Group MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 63,560 60,683 -4.53
2025-09-23 NPORT-P RSK / Arch Capital Group FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 92,267 97,691 5.88
2025-09-23 NPORT-P HCI / HCI Group QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 27,755 27,755 0.00
2025-09-23 NPORT-P PGR / Progressive MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 18,104 18,334 1.27
2025-09-23 NPORT-P SKWD / Skyward Specialty Insurance Group QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 136,913 136,913 0.00
2025-09-23 NPORT-P PGR / Progressive QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 63,547 78,818 24.03
2025-09-23 NPORT-P HCI / HCI Group QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11,534 15,202 31.80
2025-09-23 NPORT-P NATL / NCR Atleos QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 54,227 54,227 0.00
2025-09-23 NPORT-P ALL / Allstate FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 146,035 346,451 137.24
2025-09-23 NPORT-P PLMR / Palomar Holdings QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 35,097 36,206 3.16
2025-09-23 NPORT-P MKL / Markel Group MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 13,644 13,674 0.22
2025-09-23 NPORT-P RSK / Arch Capital Group QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares 29,225 29,225 0.00
2025-09-23 NPORT-P RSK / Arch Capital Group QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 44,385 44,385 0.00
2025-09-23 NPORT-P PLMR / Palomar Holdings QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 63,827 66,248 3.79
2025-09-23 NPORT-P PGR / Progressive QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 79,844 147,602 84.86
2025-09-23 NPORT-P AIG / American International Group MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 233,376 216,686 -7.15
2025-09-23 NPORT-P ALL / Allstate MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,165 1,152 -1.12
2025-09-23 NPORT-P AEX / Chubb MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 71,398 47,665 -33.24
2025-09-23 NPORT-P RSK / Arch Capital Group MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 11,585 11,673 0.76
2025-09-23 NPORT-P AIG / American International Group FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 60,829 60,829 0.00
2025-09-23 NPORT-P SIGI / Selective Insurance Group FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5,758 5,673 -1.48
2025-09-23 NPORT-P AEX / Chubb FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 10,091 23,850 136.35
2025-09-23 NPORT-P L / Loews MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 5,460 5,443 -0.31
2025-09-23 NPORT-P 8725 / MS&AD Insurance Group Holdings MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 13,500 22,296 65.16
2025-09-23 NPORT-P PGR / Progressive KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 30,410 36,110 18.74
2025-09-23 NPORT-P PGR / Progressive FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 19,083 19,083 0.00
2025-09-23 13F-HR ALL / Allstate Dakota Community Bank & Trust NA 1,217 1,148 -5.67
2025-09-23 NPORT-P ALL / Allstate MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8,189 8,282 1.14
2025-09-23 NPORT-P AIG / American International Group MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 2,608 2,508 -3.83
2025-09-23 NPORT-P RSK / Arch Capital Group FGSAX - FEDERATED EQUITY FUNDS - Federated MDT Mid Cap Growth Fund Class A Shares 184,005 184,005 0.00
2025-09-23 NPORT-P KMPR / Kemper FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 5,688 5,616 -1.27
2025-09-23 NPORT-P AEX / Chubb MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 11,516 11,656 1.22
2025-09-23 NPORT-P PGR / Progressive QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 5,160 7,604 47.36
2025-09-23 NPORT-P PGR / Progressive FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 123,380 151,028 22.41
2025-09-23 NPORT-P KNSL / Kinsale Capital Group FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 2,095 1,781 -14.99
2025-09-23 NPORT-P RSK / Arch Capital Group MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,647 2,843 72.62
2025-09-23 NPORT-P MCY / Mercury General QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 33,406 41,152 23.19
2025-09-23 NPORT-P THG / Hanover Insurance Group FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 2,645 3,353 26.77
2025-09-23 13F-HR CB / Chubb Dakota Community Bank & Trust NA 454 486 7.05
2025-09-23 NPORT-P NATL / NCR Atleos QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 55,273 49,788 -9.92
2025-09-23 NPORT-P 8630 / Sompo Holdings MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 18,655 13,255 -28.95
2025-09-23 NPORT-P RSK / Arch Capital Group QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 1,671 1,671 0.00
2025-09-23 NPORT-P PGR / Progressive MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 121,913 122,173 0.21
2025-09-23 NPORT-P PGR / Progressive MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 2,574 2,551 -0.89
2025-09-23 NPORT-P AEX / Chubb MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 19,289 13,354 -30.77
2025-09-23 NPORT-P AIG / American International Group MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 18,336 18,025 -1.70
2025-09-23 NPORT-P MCY / Mercury General QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 4,888 4,888 0.00
2025-09-23 NPORT-P PGR / Progressive SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A 45,355 42,755 -5.73
2025-09-23 NPORT-P AEX / Chubb MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,638 1,622 -0.98
2025-09-23 NPORT-P SKWD / Skyward Specialty Insurance Group QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 278,142 284,851 2.41
2025-09-23 NPORT-P ERE / Everest Group MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 8,312 8,219 -1.12
2025-09-23 NPORT-P HIG / Hartford Insurance Group QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 35,142 40,491 15.22
2025-09-23 NPORT-P TRV / Travelers Companies FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 95,336 147,948 55.19
2025-09-23 NPORT-P AFG / American Financial Group FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 6,839 6,705 -1.96
2025-09-23 NPORT-P RLI / RLI FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 6,174 5,948 -3.66
2025-09-23 NPORT-P HIG / Hartford Insurance Group QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 1,653 1,347 -18.51
2025-09-23 NPORT-P EIG / Employers Holdings QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 39,038 39,038 0.00
2025-09-23 NPORT-P WRB / W. R. Berkley MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 9,279 9,373 1.01
2025-09-23 NPORT-P ROOT / Root QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 8,788
2025-09-23 NPORT-P ERE / Everest Group MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 30,610 29,455 -3.77
2025-09-23 NPORT-P TRV / Travelers Companies MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 7,007 7,086 1.13
2025-09-23 NPORT-P AHL / Aspen Insurance Holdings FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 12,000
2025-09-23 NPORT-P RLI / RLI QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 131,620 118,346 -10.09
2025-09-23 NPORT-P HIG / Hartford Insurance Group MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,264 1,236 -2.22
2025-09-23 13F-HR BRK.B / Berkshire Hathaway Dakota Community Bank & Trust NA 388 406 4.64
2025-09-23 NPORT-P SPNT / SiriusPoint QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 261,223 323,674 23.91
2025-09-23 NPORT-P TRV / Travelers Companies MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 996 986 -1.00
2025-09-23 NPORT-P HIG / Hartford Insurance Group FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 163,945 163,945 0.00
2025-09-23 NPORT-P CINF / Cincinnati Financial MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 4,833 4,888 1.14
2025-09-23 NPORT-P BRK.B / Berkshire Hathaway QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 6,717 6,717 0.00
2025-09-23 NPORT-P 005830 / DB Insurance Co. SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 4,500 4,500 0.00
2025-09-23 NPORT-P BRK.B / Berkshire Hathaway MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 41,236 42,484 3.03
2025-09-23 NPORT-P ERE / Everest Group MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 1,328 1,328 0.00
2025-09-23 NPORT-P WRB / W. R. Berkley MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 1,320 1,304 -1.21
2025-09-23 NPORT-P RRJ / RenaissanceRe Holdings FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares 4,664 4,542 -2.62
2025-09-23 NPORT-P BRK.B / Berkshire Hathaway MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 56,645 57,351 1.25
2025-09-23 NPORT-P CINF / Cincinnati Financial MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 543 680 25.23
2025-09-23 NPORT-P TRV / Travelers Companies EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 61,074 56,780 -7.03
2025-09-23 NPORT-P TRV / Travelers Companies QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 67,575 151,966 124.88
2025-09-23 NPORT-P ROOT / Root QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 5,374 31,853 492.72
2025-09-23 NPORT-P BRK.B / Berkshire Hathaway MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 7,856 7,753 -1.31
2025-09-23 NPORT-P UVE / Universal Insurance Holdings QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 42,612 42,612 0.00
2025-09-23 NPORT-P SPNT / SiriusPoint QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 154,690 177,599 14.81
2025-09-23 NPORT-P LMND / Lemonade QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 67,229
2025-09-23 NPORT-P HIG / Hartford Insurance Group MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8,893 8,885 -0.09
2025-09-23 NPORT-P BRK.B / Berkshire Hathaway FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 43,211 43,398 0.43
2025-09-23 NPORT-P LMND / Lemonade QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 81,884
2025-09-23 NPORT-P TRV / Travelers Companies QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 5,773 7,686 33.14
2025-09-23 NPORT-P TIPT / Tiptree QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 52,911 52,911 0.00
2025-09-23 NPORT-P ERE / Everest Group MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 486 516 6.17
2025-09-22 13F-HR HIG / Hartford Insurance Group Caldwell Trust Co 1,142
2025-09-22 NPORT-P SAFT / Safety Insurance Group MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16,000 13,750 -14.06
2025-09-22 NPORT-P EIG / Employers Holdings MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 18,180 17,274 -4.98
2025-09-22 NPORT-P HIG / Hartford Insurance Group TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8,950 8,788 -1.81
2025-09-22 13F-HR BRK.A / Berkshire Hathaway Caldwell Trust Co 8
2025-09-22 NPORT-P AFG / American Financial Group GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 19,555 20,510 4.88
2025-09-22 NPORT-P EIG / Employers Holdings GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4,040 3,940 -2.48
2025-09-22 NPORT-P HIG / Hartford Insurance Group GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 22,164 16,099 -27.36
2025-09-22 NPORT-P ERE / Everest Group IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 8,475 8,450 -0.29
2025-09-22 NPORT-P BRK.B / Berkshire Hathaway Crossmark ETF Trust - Crossmark Large Cap Value ETF 24
2025-09-22 NPORT-P MH6 / Tokio Marine Holdings TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6 1,500 1,900 26.67
2025-09-22 NPORT-P ESGOF / Enstar Group Limited - Preferred Stock TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 50,000 50,000 0.00
2025-09-22 NPORT-P TRV / Travelers Companies TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 3,497 3,430 -1.92
2025-09-22 NPORT-P HIG / Hartford Insurance Group TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 441,865 447,359 1.24
2025-09-22 13F-HR BRK.B / Berkshire Hathaway GatePass Capital, LLC 741 849 14.57
2025-09-22 13F-HR EG / Everest Group Caldwell Trust Co 62
2025-09-22 NPORT-P BRK.B / Berkshire Hathaway TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 17,104 17,375 1.58
2025-09-22 13F-HR BRK.B / Berkshire Hathaway GatePass Capital, LLC 849 749 -11.78
2025-09-22 NPORT-P AXV / AXIS Capital Holdings MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 49,849 32,147 -35.51
2025-09-22 NPORT-P BRK.B / Berkshire Hathaway TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 2,780 2,153 -22.55
2025-09-22 NPORT-P BRK.B / Berkshire Hathaway GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 37,002 23,715 -35.91
2025-09-22 NPORT-P TRV / Travelers Companies TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 2,007 1,971 -1.79
2025-09-22 13F-HR TRV / Travelers Companies Caldwell Trust Co 1,167
2025-09-22 NPORT-P CINF / Cincinnati Financial TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 27,929 27,929 0.00
2025-09-22 13F-HR CINF / Cincinnati Financial GatePass Capital, LLC 97,239
2025-09-22 NPORT-P TRV / Travelers Companies TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 16,651 16,651 0.00
2025-09-22 13F-HR CINF / Cincinnati Financial Caldwell Trust Co 440
2025-09-22 13F-HR BRK.B / Berkshire Hathaway Caldwell Trust Co 21,614
2025-09-22 NPORT-P CINF / Cincinnati Financial TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 5,320 5,218 -1.92
2025-09-22 NPORT-P AHL.PRE / Aspen Insurance Holdings Limited - Preferred Stock TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 17,900 17,900 0.00
2025-09-22 13F-HR BRK.B / Berkshire Hathaway GatePass Capital, LLC 741
2025-09-22 13F-HR CINF / Cincinnati Financial GatePass Capital, LLC 97,239 97,239 0.00
2025-09-22 NPORT-P SPNT / SiriusPoint MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 53,500 70,200 31.21
2025-09-22 NPORT-P BRK.B / Berkshire Hathaway IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 27,661 26,451 -4.37
2025-09-22 NPORT-P ERE / Everest Group TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 2,675 2,675 0.00
2025-09-22 NPORT-P AXV / AXIS Capital Holdings GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 6,911 4,268 -38.24
2025-09-22 13F-HR WRB / W. R. Berkley Caldwell Trust Co 43,161
2025-09-22 NPORT-P BRK.B / Berkshire Hathaway TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 1,372 1,290 -5.98
2025-09-22 NPORT-P MH6 / Tokio Marine Holdings GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 8,648,125 16,181,225 87.11
2025-09-22 NPORT-P HIG / Hartford Insurance Group TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 8,229 8,071 -1.92
2025-09-22 NPORT-P PGR / Progressive TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 12,163 1,617 -86.71
2025-09-22 13F-HR HCI / HCI Group Caldwell Trust Co 544
2025-09-22 13F-HR ALL / Allstate Caldwell Trust Co 13,054
2025-09-22 NPORT-P AIG / American International Group GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 134,598 106,917 -20.57
2025-09-22 NPORT-P 8630 / Sompo Holdings GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 66,900 97,700 46.04
2025-09-22 NPORT-P RSK / Arch Capital Group GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 24,708 24,552 -0.63
2025-09-22 NPORT-P ALL / Allstate TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 20,000 25,000 25.00
2025-09-22 NPORT-P THG / Hanover Insurance Group MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 12,100 10,050 -16.94
2025-09-22 NPORT-P UFCS / United Fire Group TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 14,450 14,450 0.00
2025-09-22 13F-HR AIG / American International Group Caldwell Trust Co 66
2025-09-22 NPORT-P WTM / White Mountains Insurance Group MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 1,060 1,007 -5.00
2025-09-22 NPORT-P 8725 / MS&AD Insurance Group Holdings TIHAX - TRANSAMERICA FUNDS - Transamerica International Stock Class A 69,300 77,500 11.83
2025-09-22 NPORT-P 8630 / Sompo Holdings MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 314,500 405,500 28.93
2025-09-22 NPORT-P KMPR / Kemper GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 5,531 5,395 -2.46
2025-09-22 NPORT-P ALL / Allstate GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 48,292 48,161 -0.27
2025-09-22 NPORT-P MKL / Markel Group MCVAX - TRANSAMERICA FUNDS - Transamerica Mid Cap Value Opportunities A 9,870 9,870 0.00
2025-09-22 NPORT-P ALL / Allstate TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 13,260 13,006 -1.92
2025-09-22 NPORT-P UFCS / United Fire Group IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 42,600 44,200 3.76
2025-09-22 NPORT-P KMPR / Kemper MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 81,809 82,199 0.48
2025-09-22 NPORT-P HMN / Horace Mann Educators GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 19,070 18,900 -0.89
2025-09-22 13F-HR NATL / NCR Atleos Caldwell Trust Co 57
2025-09-22 NPORT-P RSK / Arch Capital Group MMITX - Goldman Sachs Trust II - Multi-Manager International Equity Fund Class P Shares 107,518 98,548 -8.34
2025-09-22 NPORT-P PGR / Progressive TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 11,101 11,101 0.00
2025-09-22 NPORT-P ALL.PRJ / Allstate Corporation - Preferred Stock TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 73,000 73,000 0.00
2025-09-22 NPORT-P WTM / White Mountains Insurance Group GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 240 235 -2.08
2025-09-22 NPORT-P NATL / NCR Atleos MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 52,400 52,425 0.05
2025-09-22 NPORT-P ALL / Allstate GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 29,698 21,585 -27.32
2025-09-22 NPORT-P PGR / Progressive IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 25,662 24,540 -4.37
2025-09-22 NPORT-P SIGI / Selective Insurance Group TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C 6,900 6,900 0.00
2025-09-22 NPORT-P SIGI / Selective Insurance Group IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 22,200 22,200 0.00
2025-09-22 NPORT-P PGR / Progressive TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 7,080 6,952 -1.81
2025-09-22 NPORT-P PGR / Progressive TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 1,273 1,197 -5.97
2025-09-22 NPORT-P PGR / Progressive Crossmark ETF Trust - Crossmark Large Cap Value ETF 100
2025-09-22 NPORT-P PLMR / Palomar Holdings MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 20,990 22,350 6.48
2025-09-22 NPORT-P AEX / Chubb GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 5,204,561 5,610,974 7.81
2025-09-22 NPORT-P PGR / Progressive TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 15,000 20,000 33.33
2025-09-22 NPORT-P HCC / Warrior Met Coal MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 15,400 14,475 -6.01
2025-09-22 NPORT-P LNH / Lancashire Holdings TISVX - TRANSAMERICA FUNDS - Transamerica International Small Cap Value I 735,800 768,200 4.40
2025-09-22 NPORT-P MKL / Markel Group IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A 3,613 3,613 0.00
2025-09-22 13F-HR CB / Chubb Caldwell Trust Co 254
2025-09-19 NPORT-P AEX / Chubb CCOR - Listed Funds Trust - Core Alternative ETF 5,783 4,873 -15.74
2025-09-19 13F-HR AIG / American International Group Watts Gwilliam & Co., LLC 6,248 6,026 -3.55
2025-09-19 13F-HR HCI / HCI Group Base Wealth Management LLC 65,327 65,327 0.00