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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
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 $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
MA
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Raymond James Financial
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

Marshall Investment Management's KBWP Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2026: 85 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #190 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in KBWP as recently as Q1 2025.

Marshall Investment Management first reported a position in KBWP in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.17M in Q1 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Marshall Investment Management held 85 shares of Invesco KBW Property & Casualty Insurance ETF worth $10.2K as of Q1 2026.
  • Invesco KBW Property & Casualty Insurance ETF was a new Marshall Investment Management position in Q1 2026.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #190 holding.
  • Marshall Investment Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2024 and has held it in 3 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 Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.