Skip to content

KBWPInvesco KBW Property & Casualty Insurance ETF

Grow my money15y track recordRanked #792 of 2,992 in this goal

Tracks the KBW Nasdaq Property & Casualty Index.

By Invesco · Launched 2010

Annual Cost

0.35%

#1,644 of 5,854 · low cost

Fund Size

$267M

#2,111 of 5,854 · mid-size

Return (1Y)Goal

+18.1%

Track Record

15 years

#827 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,650+16.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

KBW Nasdaq Property & Casualty TM Index

What it actually holds

By weight

Concentration

Top 10 holdings = 61.3% of fundconcentrated

Chubb Ltd.
9.2%
Travelers Cos., Inc. (The)
8.4%
Marsh & McLennan Cos., Inc.
8.1%
Aon PLC
7.6%
Progressive Corp. (The)
7.5%
Arch Capital Group Ltd.
4.3%
American International Group, Inc.
4.2%
Hartford Insurance Group, Inc. (The)
4.1%
Allstate Corp. (The)
4.0%
Everest Group, Ltd.
3.9%

Asset allocation

Stocks
100.1%

By sector

Financial Services
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.8%Moderate

Year-on-year price swings

Max drawdown
-39.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.22Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the KBW Nasdaq Property & Casualty Index.
Strategy
Invests at least 90% of total assets in securities that comprise the KBW Nasdaq Property & Casualty Index using full replication. Focuses on U.S. companies primarily engaged in property and casualty insurance activities, with market capitalizations from $234.2 million to $120.8 billion.
Inception date
December 2, 2010
Fund family
Invesco

What's next?

You've looked at KBWP. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04