Morgan Stanley
KBWP icon

Morgan Stanley’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Morgan Stanley’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 		$2.49M Sell
20,938
-4,167
-17% -$512K ﹤0.01% 4608
2025
Q4 		$3.2M Sell
25,105
-103,485
-80% -$12.7M ﹤0.01% 4495
2025
Q3 		$15.9M Sell
128,590
-20,422
-14% -$2.45M ﹤0.01% 3105
2025
Q2 		$18.3M Buy
149,012
+116,486
+358% +$14.1M ﹤0.01% 2899
2025
Q1 		$4.05M Sell
32,526
-75,828
-70% -$8.85M ﹤0.01% 4102
2024
Q4 		$12.6M Buy
108,354
+19,383
+22% +$2.3M ﹤0.01% 3205
2024
Q3 		$10.3M Buy
88,971
+61,471
+224% +$6.74M ﹤0.01% 3412
2024
Q2 		$2.82M Sell
27,500
-6,467
-19% -$675K ﹤0.01% 4334
2024
Q1 		$3.66M Sell
33,967
-33,229
-49% -$3.31M ﹤0.01% 4169
2023
Q4 		$6.08M Buy
67,196
+32,151
+92% +$2.85M ﹤0.01% 4260
2023
Q3 		$2.95M Sell
35,045
-62,287
-64% -$5.19M ﹤0.01% 4111
2023
Q2 		$7.97M Sell
97,332
-26,097
-21% -$2.16M ﹤0.01% 3380
2023
Q1 		$10.3M Buy
123,429
+5,167
+4% +$450K ﹤0.01% 3113
2022
Q4 		$10.2M Buy
118,262
+7,608
+7% +$636K ﹤0.01% 3073
2022
Q3 		$8.14M Sell
110,654
-5,833
-5% -$453K ﹤0.01% 3175
2022
Q2 		$9.45M Buy
116,487
+56,429
+94% +$4.7M ﹤0.01% 3119
2022
Q1 		$5.23M Buy
60,058
+14,043
+31% +$1.15M ﹤0.01% 3641
2021
Q4 		$3.67M Buy
46,015
+1,365
+3% +$107K ﹤0.01% 4048
2021
Q3 		$3.4M Sell
44,650
-256
-0.6% -$19.9K ﹤0.01% 4108
2021
Q2 		$3.42M Buy
44,906
+2,439
+6% +$190K ﹤0.01% 4164
2021
Q1 		$3.19M Sell
42,467
-8,012
-16% -$569K ﹤0.01% 3870
2020
Q4 		$3.45M Sell
50,479
-328
-0.6% -$20.8K ﹤0.01% 3665
2020
Q3 		$2.87M Buy
50,807
+1,310
+3% +$76.3K ﹤0.01% 3306
2020
Q2 		$2.77M Buy
49,497
+571
+1% +$30.8K ﹤0.01% 3276
2020
Q1 		$2.6M Sell
48,926
-12,713
-21% -$845K ﹤0.01% 3115
2019
Q4 		$4.4M Buy
61,639
+4,632
+8% +$328K ﹤0.01% 3331
2019
Q3 		$4.21M Buy
57,007
+4,272
+8% +$307K ﹤0.01% 3050
2019
Q2 		$3.68M Buy
52,735
+23,989
+83% +$1.61M ﹤0.01% 3236
2019
Q1 		$1.78M Sell
28,746
-26,076
-48% -$1.58M ﹤0.01% 3682
2018
Q4 		$3.1M Sell
54,822
-23,456
-30% -$1.4M ﹤0.01% 3398
2018
Q3 		$4.99M Buy
78,278
+14,198
+22% +$890K ﹤0.01% 3176
2018
Q2 		$3.81M Sell
64,080
-10,309
-14% -$631K ﹤0.01% 3461
2018
Q1 		$4.61M Sell
74,389
-70,600
-49% -$4.26M ﹤0.01% 3107
2017
Q4 		$8.61M Buy
144,989
+12,689
+10% +$755K ﹤0.01% 2551
2017
Q3 		$7.67M Sell
132,300
-13,266
-9% -$776K ﹤0.01% 2548
2017
Q2 		$8.46M Buy
145,566
+1,270
+0.9% +$72.4K ﹤0.01% 2336
2017
Q1 		$8.22M Buy
144,296
+16,663
+13% +$945K ﹤0.01% 2395
2016
Q4 		$7.1M Buy
127,633
+48,981
+62% +$2.58M ﹤0.01% 2626
2016
Q3 		$3.96M Sell
78,652
-61,221
-44% -$3.07M ﹤0.01% 2894
2016
Q2 		$6.99M Sell
139,873
-16,466
-11% -$800K ﹤0.01% 2284
2016
Q1 		$7.68M Sell
156,339
-771
-0.5% -$35.9K ﹤0.01% 2098
2015
Q4 		$7.55M Buy
157,110
+114,090
+265% +$5.47M ﹤0.01% 2257
2015
Q3 		$1.96M Buy
43,020
+992
+2% +$45.9K ﹤0.01% 3529
2015
Q2 		$1.86M Buy
42,028
+3,136
+8% +$137K ﹤0.01% 3702
2015
Q1 		$1.7M Buy
38,892
+169
+0.4% +$7.26K ﹤0.01% 3727
2014
Q4 		$1.65M Buy
38,723
+37,731
+3,804% +$1.55M ﹤0.01% 3730
2014
Q3 		$38K Sell
992
-219
-18% -$8.55K ﹤0.01% 5812
2014
Q2 		$47K Sell
1,211
-9,771
-89% -$376K ﹤0.01% 5786
2014
Q1 		$412K Sell
10,982
-11,467
-51% -$422K ﹤0.01% 4688
2013
Q4 		$880K Sell
22,449
-26,932
-55% -$1.03M ﹤0.01% 4028
2013
Q3 		$1.8M Sell
49,381
-178,436
-78% -$6.4M ﹤0.01% 3312
2013
Q2 		$7.98M Buy
+227,817
New +$8.02M ﹤0.01% 1883

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

Morgan Stanley's KBWP Position: Q1 2026 in Review

Morgan Stanley reduced its Invesco KBW Property & Casualty Insurance ETF (KBWP) stake by 17% in Q1 2026, selling an estimated $512K and leaving 20,938 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #4608.

Morgan Stanley first reported a position in KBWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.3M in Q2 2025. 59 funds tracked by Wall St. Rank hold KBWP as of Q1 2026.

  • Morgan Stanley held 20,938 shares of Invesco KBW Property & Casualty Insurance ETF worth $2.49M as of Q1 2026.
  • Morgan Stanley sold 4,167 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2026, an estimated $512K.
  • Invesco KBW Property & Casualty Insurance ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4608 holding.
  • Morgan Stanley first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Invesco KBW Property & Casualty Insurance ETF position peaked at $18.3M in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.