Luther King Capital Management (LKCM)’s W.R. Berkley WRB Stock Holding History

Luther King Capital Management (LKCM)’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	$665K	Hold	9,426	–	–	﹤0.01%	462
2026 Q1	$625K	Hold	9,426	–	–	﹤0.01%	453
2025 Q4	$661K	Hold	9,426	–	–	﹤0.01%	453
2025 Q3	$722K	Hold	9,426	–	–	﹤0.01%	450
2025 Q2	$693K	Hold	9,426	–	–	﹤0.01%	446
2025 Q1	$671K	Sell	9,426 -49	-0.5%	-$3K	﹤0.01%	440
2024 Q4	$554K	Sell	9,475 -412	-4%	-$24.7K	﹤0.01%	445
2024 Q3	$561K	Buy	9,887 +48	+0.5%	+$2.69K	﹤0.01%	457
2024 Q2	$515K	Hold	9,839	–	–	﹤0.01%	460
2024 Q1	$580K	Buy	+9,839	New	+$532K	﹤0.01%	454

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 $3.37T AUM 44.26% 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

Luther King Capital Management (LKCM)'s WRB Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its W.R. Berkley (WRB) position steady in Q2 2026 at 9,426 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Luther King Capital Management (LKCM) first reported a position in WRB in Q1 2024 and has held it in 10 quarters since. The position peaked at $722K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Luther King Capital Management (LKCM) held 9,426 shares of W.R. Berkley worth $665K as of Q2 2026.
Luther King Capital Management (LKCM) left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #462 holding.
Luther King Capital Management (LKCM) first reported a position in W.R. Berkley in Q1 2024 and has held it in 10 quarters since.
Luther King Capital Management (LKCM)'s W.R. Berkley position peaked at $722K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.