Menora Mivtachim Holdings’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Menora Mivtachim Holdings’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	$476K	Sell	4,000 -4,000	-50%	-$491K	﹤0.01%	142
2025 Q4	$1.02M	Buy	8,000 +3,000	+60%	+$368K	﹤0.01%	110
2025 Q3	$618K	Buy	+5,000	New	+$600K	﹤0.01%	116
2024 Q4	–	Sell	-1,075,250	Closed	-$124M	–	102
2024 Q3	$124M	Buy	+1,075,250	New	+$118M	0.78%	47
2024 Q1	–	Sell	-8,000	Closed	-$724K	–	94
2023 Q4	$724K	Hold	8,000	–	–	0.01%	79
2023 Q3	$673K	Sell	8,000 -929,350	-99%	-$77.5M	0.01%	81
2023 Q2	$76.7M	Sell	937,350 -575,000	-38%	-$47.6M	0.71%	49
2023 Q1	$126M	Buy	+1,512,350	New	+$132M	1.3%	30

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 $116M 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

Menora Mivtachim Holdings's KBWP Position: Q1 2026 in Review

Menora Mivtachim Holdings reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 50% in Q1 2026, selling an estimated $491K and leaving 4,000 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Menora Mivtachim Holdings first reported a position in KBWP in Q1 2023 and has held it in 8 quarters since. The position peaked at $126M in Q1 2023. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

Menora Mivtachim Holdings held 4,000 shares of Invesco KBW Property & Casualty Insurance ETF worth $476K as of Q1 2026.
Menora Mivtachim Holdings sold 4,000 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $491K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q1 2026, its #142 holding.
Menora Mivtachim Holdings first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and has held it in 8 quarters since.
Menora Mivtachim Holdings's Invesco KBW Property & Casualty Insurance ETF position peaked at $126M in Q1 2023.
59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.