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 Q2	$1.27M	Buy	10,000 +6,000	+150%	+$722K	﹤0.01%	138
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 $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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RFS

RM Financial Services Falmouth, Maine $135M AUM

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

Menora Mivtachim Holdings's KBWP Position: Q2 2026 in Review

Menora Mivtachim Holdings increased its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 150% in Q2 2026, buying an estimated $722K and bringing the position to 10,000 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Menora Mivtachim Holdings first reported a position in KBWP in Q1 2023 and has held it in 9 quarters since. The position peaked at $126M in Q1 2023. 59 funds tracked by Wall St. Rank hold KBWP as of Q2 2026.

Menora Mivtachim Holdings held 10,000 shares of Invesco KBW Property & Casualty Insurance ETF worth $1.27M as of Q2 2026.
Menora Mivtachim Holdings bought 6,000 Invesco KBW Property & Casualty Insurance ETF shares in Q2 2026, an estimated $722K.
Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Menora Mivtachim Holdings's portfolio in Q2 2026, its #138 holding.
Menora Mivtachim Holdings first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2023 and has held it in 9 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 Q2 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.