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Truist Financial’s
Invesco KBW Property & Casualty Insurance ETF
KBWP
Stock Holding History
Truist Financial’s Portfolio
KBWP Stock Details
KBWP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-25,361
Closed
-$2.94M
–
2602
2024
Q4
$2.94M
Buy
25,361
+151
+0.6%
+$17.9K
﹤0.01%
1065
2024
Q3
$2.91M
Buy
+25,210
New
+$2.76M
﹤0.01%
1072
2023
Q3
–
Sell
-25,181
Closed
-$2.06M
–
2632
2023
Q2
$2.06M
Buy
25,181
+155
+0.6%
+$12.8K
﹤0.01%
1255
2023
Q1
$2.08M
Buy
25,026
+183
+0.7%
+$15.9K
﹤0.01%
1212
2022
Q4
$2.14M
Sell
24,843
-1,891
-7%
-$158K
﹤0.01%
1181
2022
Q3
$1.97M
Buy
26,734
+842
+3%
+$65.5K
﹤0.01%
1182
2022
Q2
$2.1M
Buy
+25,892
New
+$2.15M
﹤0.01%
1194
Other funds holding KBWP
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
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
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
FNC
First National Corp
Rockland, Massachusetts
$527M AUM
12.33%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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