Harel Insurance Investments & Financial Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio KBWP Stock Details KBWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-62,500	Closed	-$7.96M	–	522
2025 Q4	$7.96M	Sell	62,500 -1,055,000	-94%	-$129M	0.07%	92
2025 Q3	$138M	Hold	1,117,500	–	–	1.24%	25
2025 Q2	$137M	Hold	1,117,500	–	–	1.57%	19
2025 Q1	$139M	Hold	1,117,500	–	–	1.82%	14
2024 Q4	$130M	Hold	1,117,500	–	–	2.12%	15
2024 Q3	$129M	Buy	1,117,500 +62,500	+6%	+$6.85M	2.23%	15
2024 Q2	$108M	Hold	1,055,000	–	–	2.04%	18
2024 Q1	$114M	Buy	1,055,000 +650,000	+160%	+$64.7M	2.2%	16
2023 Q4	$36.7M	Hold	405,000	–	–	0.64%	41
2023 Q3	$34.1M	Hold	405,000	–	–	0.67%	41
2023 Q2	$33.2M	Hold	405,000	–	–	0.82%	28
2023 Q1	$33.7M	Buy	+405,000	New	+$35.3M	0.69%	39
2016 Q4	–	Sell	-300	Closed	-$15K	–	407
2016 Q3	$15K	Hold	300	–	–	﹤0.01%	340
2016 Q2	$15K	Buy	+300	New	+$14.6K	﹤0.01%	506
2016 Q1	–	Sell	-300	Closed	-$14K	–	315
2015 Q4	$14K	Buy	+300	New	+$14.4K	﹤0.01%	280

Other funds holding KBWP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

RWM

Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $135M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KBWP Position: Q1 2026 in Review

Harel Insurance Investments & Financial Services sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026, closing a stake of 62,500 shares — an estimated $7.96M sold.

Harel Insurance Investments & Financial Services first reported a position in KBWP in Q4 2015 and held it in 15 quarters. The position peaked at $139M in Q1 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

Harel Insurance Investments & Financial Services reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2026 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 62,500 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $7.96M.
Harel Insurance Investments & Financial Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2015 and held it in 15 quarters.
Harel Insurance Investments & Financial Services's Invesco KBW Property & Casualty Insurance ETF position peaked at $139M in Q1 2025.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2026, filed 5 May 2026.