Luther King Capital Management (LKCM)’s White Mountains Insurance WTM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-560
Closed -$1.16M 635
2025
Q4
$1.16M Hold
560
﹤0.01% 403
2025
Q3
$936K Sell
560
-40
-7% -$71.4K ﹤0.01% 424
2025
Q2
$1.08M Sell
600
-10
-2% -$17.8K ﹤0.01% 405
2025
Q1
$1.17M Sell
610
-40
-6% -$75.3K 0.01% 391
2024
Q4
$1.26M Hold
650
0.01% 376
2024
Q3
$1.1M Hold
650
﹤0.01% 394
2024
Q2
$1.18M Hold
650
0.01% 378
2024
Q1
$1.17M Buy
+650
New +$1.09M 0.01% 382

Other funds holding WTM

Luther King Capital Management (LKCM)'s WTM Position: Q1 2026 in Review

Luther King Capital Management (LKCM) sold out of White Mountains Insurance (WTM) in Q1 2026, closing a stake of 560 shares — an estimated $1.16M sold.

Luther King Capital Management (LKCM) first reported a position in WTM in Q1 2024 and held it in 8 quarters. The position peaked at $1.26M in Q4 2024. 368 funds tracked by Wall St. Rank hold WTM as of Q1 2026.

  • Luther King Capital Management (LKCM) reported no remaining White Mountains Insurance position as of Q1 2026 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 560 White Mountains Insurance shares in Q1 2026, an estimated $1.16M.
  • Luther King Capital Management (LKCM) first reported a position in White Mountains Insurance in Q1 2024 and held it in 8 quarters.
  • Luther King Capital Management (LKCM)'s White Mountains Insurance position peaked at $1.26M in Q4 2024.
  • 368 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.