MPWM ADVISORY SOLUTIONS, LLC

Position in WRB — Berkley W R Corp

CIK 2056693 ALPHARETTA, GA

Position in WRB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$63,477

+$3,825 QoQ

Shares Held

900

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#759

of 947 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MPWM ADVISORY SOLUTIONS, LLC holds $78,411 across 5 Insurance - Property & Casualty names. WRB ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp This page	900	$63,477
2	CB	Chubb Ltd	20	$6,814
3	PGR	Progressive Corp/Oh/	16	$3,495
4	ALL	Allstate Corp	11	$2,617
5	RLI	Rli Corp	34	$2,008

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,477	900	0.0%	Shares	Sole	2026-08-13
2026-03-31	$59,652	900	0.0%	Shares	Sole	2026-05-13
2025-12-31	$63,108	900	0.0%	Shares	Sole	2026-02-17
2025-09-30	$68,958	900	0.0%	Shares	Sole	2025-11-14
2025-06-30	$66,123	900	-46.4%	Shares	Sole	2025-08-14
2025-03-31	$119,406	1,678	+167.2%	Shares	Sole	2025-05-15
2024-12-31	$36,750	628	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.