Luther King Capital Management (LKCM)’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Hold |
9,426
| – | – | ﹤0.01% | 446 |
|
|
2025
Q1 | $671K | Sell |
9,426
-49
| -0.5% | -$3.49K | ﹤0.01% | 440 |
|
|
2024
Q4 | $554K | Sell |
9,475
-412
| -4% | -$24.1K | ﹤0.01% | 445 |
|
|
2024
Q3 | $561K | Buy |
9,887
+48
| +0.5% | +$2.72K | ﹤0.01% | 457 |
|
|
2024
Q2 | $515K | Hold |
9,839
| – | – | ﹤0.01% | 460 |
|
|
2024
Q1 | $580K | Buy |
+9,839
| New | +$580K | ﹤0.01% | 454 |
|