ATLASInvesco KBW Property & Casualty Insurance ETF (KBWP): outlook, holdings and fees
Invesco KBW Property & Casualty Insurance ETF (KBWP) is an exchange-traded fund and is managed by Invesco. The expense ratio is 0.33% and the yield is 2.00%. The ten largest holdings are 62% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on KBWP
| Last price | $139.00 (+0.3%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 53% |
| Likely 1-month range (50%) | $134.72 – $144.59 |
| Normal 1-day range (±1σ) | ±1.2% |
| Distribution yield | 2.00% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
KBWP fund facts
| Issuer | Invesco |
|---|---|
| Theme | Other strategies |
| Assets under management | $277M |
| Expense ratio | 0.33% |
| Number of holdings | 25 |
| Portfolio turnover | 12% |
| Inception | Dec 2, 2010 |
| Exchange | NASDAQ |
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index designed to track the performance of companies primarily engaged in U.S. property and casualty insurance activities, as determined by the index provider. The fund is non-diversified.
KBWP top holdings
| Holding | Sector | Weight |
|---|---|---|
| Chubb Ltd CB | Financial Services | 8.61% |
| The Travelers Companies Inc TRV | Financial Services | 8.61% |
| Progressive Corp PGR | Financial Services | 7.99% |
| Marsh & McLennan Companies Inc MMC | Financial Services | 8.12% |
| Aon PLC AON | Financial Services | 6.90% |
| W. R. Berkley Corp WRB | Financial Services | 4.60% |
| American International Group Inc AIG | Financial Services | 4.30% |
| Arch Capital Group Ltd. ACGL | Financial Services | 4.24% |
| Cincinnati Financial Corporation CINF | Financial Services | 4.23% |
| Hartford Financial Services Group HIG | Financial Services | 3.93% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
KBWP sector breakdown
| Sector | Weight |
|---|---|
| Financial Services | 100.0% |
By region: North America 91.9%, Europe Developed 8.1%.
KBWP returns and risk
| Year to date | -1.0% |
|---|---|
| 1 year | +1.5% |
| 3 years (annualised) | +15.9% |
| 5 years (annualised) | +12.2% |
| 10 years (annualised) | +11.3% |
| Volatility (3 years) | 17.8% |
| Sharpe ratio (3 years) | 0.63 |
Past returns do not guarantee future results.
KBWP: frequently asked questions
What does KBWP invest in?
Invesco KBW Property & Casualty Insurance ETF invests in a portfolio of securities. Its largest holdings are Chubb Ltd (8.6%), The Travelers Companies Inc (8.6%), Progressive Corp (8.0%), Marsh & McLennan Companies Inc (8.1%), Aon PLC (6.9%).
What is the KBWP expense ratio?
0.33% a year: about $33.00 for every $10,000 invested.
What is the KBWP dividend yield?
2.00%. ATLAS does not hold the exact distribution dates for ETFs.
Will KBWP go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 53%, with a likely range (50%) of $134.72 to $144.59 from $139.00 today. It is a probability, not a prediction.
How has KBWP performed?
Year to date -1.0%, one year +1.5%, three years +15.9% a year, five years +12.2% a year. Past returns do not guarantee future results.
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Educational information, not investment advice. Disclaimer