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KBWP vs SPVM

Shared holdings
12
KBWP covered by SPVM
10.34%
SPVM covered by KBWP
10.34%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

KBWP (Feb. 28, 2026)

SecurityWeight
CHUBB LTD8.76%
TRAVELERS COS IN8.02%
MARSH & MCLENNAN7.75%
AON PLC-CLASS A7.21%
PROGRESSIVE CORP OHIO7.11%
ARCH CAPITAL GRP4.06%
AMERICAN INTERNATIONAL GROUP4.02%
HARTFORD INSURANCE GROUP INC/THE3.91%
ALLSTATE CORPORATION3.83%
EVEREST RE GROUP3.75%
CINCINNATI FINANCIAL CORP3.72%
RENAISSANCERE3.72%
WILLIS TOWERS WA3.62%
WR BERKLEY CORP3.51%
ARTHUR J GALLAGHAR AND CO3.51%
BROWN & BROWN3.40%
Invesco Private Prime Fund3.34%
ASSURANT INC3.06%
AMERICAN FINL GROUP INC OHIO2.96%
AXIS CAPITAL2.17%
HANOVER INSURANCE GROUP INC1.71%
RLI CORP1.53%
SELECTIVE INSURANCE GROUP INC1.35%
RYAN SPECIALTY HOLDINGS INC1.35%
MERCURY GENERAL CORP1.34%
Invesco Private Government Fund1.29%
Invesco Government & Agency Portfolio, Institutional Class0.00%

SPVM (Jan. 31, 2026)

SecurityWeight
BUNGE GLOBAL SA2.54%
FORD MOTOR CO2.13%
GENERAL MOTORS CO2.02%
ARCHER DANIELS MIDLAND CO1.89%
VERIZON COMMUNICATIONS INC1.54%
AT&T INC1.43%
UNITED AIRLINES HOLDINGS INC1.42%
ALLSTATE CORPORATION1.39%
KROGER CO1.38%
FRANKLIN RESOURCES INC1.35%
TRUIST FINL CORP1.34%
CITIGROUP INC1.30%
CITIZENS FINANCIAL GROUP INC1.30%
CVS HEALTH CORP1.27%
INVESCO LTD1.26%
METLIFE INC1.26%
PHILLIPS 661.25%
LOEWS CORP1.25%
VICI PROPERTIES1.24%
REGIONS FINANCIAL CORP1.24%
AMERICAN INTERNATIONAL GROUP1.24%
DOLLAR GENERAL CORP1.23%
US BANCORP DEL1.23%
GLOBE LIFE INC1.22%
ASSURANT INC1.21%
HUNTINGTON BANCSHARES INC1.21%
VALERO ENERGY CORP1.17%
PNC FINANCIAL SERVICES GRP INC1.17%
HARTFORD INSURANCE GROUP INC/THE1.15%
TRAVELERS COS IN1.13%
CHUBB LTD1.13%
STATE STREET CORP1.12%
MARATHON PETROLEUM CORP1.12%
HUNTINGTON INGALLS INDUSTRIES INC1.11%
UNIVERSAL HLTH-B1.09%
CARNIVAL CORP1.08%
FIFTH THIRD BANCORP1.08%
CHEVRON CORP1.08%
CARDINAL HEALTH INC1.06%
MCKESSON CORP1.06%
CONSOLIDATED EDISON INC1.05%
CINCINNATI FINANCIAL CORP1.03%
SYNCHRONY FINANCIAL1.02%
CENCORA INC1.01%
HEWLETT PACKARD ENTERPRISE CO1.01%
PINNACLE WEST CAPITAL CORP1.00%
SOUTHWEST AIRLINES CO1.00%
WALT DISNEY CO/T0.99%
BANK OF AMERICA CORPORATION0.96%
EXELON CORP0.95%

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