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Marshall Investment Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Marshall Investment Management’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
Q2 		$10.9K Buy
86
+1
+1% +$120 ﹤0.01% 220
2026
Q1 		$10.2K Buy
+85
New +$10.4K ﹤0.01% 190
2025
Q2 		– Sell
-9,385
Closed -$1.17M – 125
2025
Q1 		$1.17M Sell
9,385
-484
-5% -$56.5K 0.73% 41
2024
Q4 		$1.14M Buy
+9,869
New +$1.17M 0.67% 42

Other funds holding KBWP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Marshall Investment Management's KBWP Position: Q2 2026 in Review

Marshall Investment Management increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 1.2% in Q2 2026, buying an estimated $120 and bringing the position to 86 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Marshall Investment Management first reported a position in KBWP in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.17M in Q1 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

  • Marshall Investment Management held 86 shares of Invesco KBW Property & Casualty Insurance ETF worth $10.9K as of Q2 2026.
  • Marshall Investment Management bought 1 Invesco KBW Property & Casualty Insurance ETF share in Q2 2026, an estimated $120.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #220 holding.
  • Marshall Investment Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $1.17M in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.