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MPWM Advisory Solutions’s W.R. Berkley WRB Stock Holding History

MPWM Advisory Solutions’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 		$63.5K Hold
900
– – 0.03% 183
2026
Q1 		$59.7K Hold
900
– – 0.03% 178
2025
Q4 		$63.1K Hold
900
– – 0.04% 154
2025
Q3 		$69K Hold
900
– – 0.04% 140
2025
Q2 		$66.1K Sell
900
-778
-46% -$55.8K 0.04% 139
2025
Q1 		$119K Buy
1,678
+1,050
+167% +$64.3K 0.09% 89
2024
Q4 		$36.8K Buy
+628
New +$37.6K 0.03% 180

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MPWM Advisory Solutions's WRB Position: Q2 2026 in Review

MPWM Advisory Solutions held its W.R. Berkley (WRB) position steady in Q2 2026 at 900 shares worth $63.5K. The position accounts for 0.03% of the portfolio, ranked #183.

MPWM Advisory Solutions first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • MPWM Advisory Solutions held 900 shares of W.R. Berkley worth $63.5K as of Q2 2026.
  • MPWM Advisory Solutions left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #183 holding.
  • MPWM Advisory Solutions first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's W.R. Berkley position peaked at $119K in Q1 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.