CUMBERLAND ADVISORS INC KIE — KBW INSURANCE ETF

Ownership history in CUMBERLAND ADVISORS INC  ·  24 quarters on record

AI Ownership Summary

CUMBERLAND ADVISORS INC reported KBW INSURANCE ETF (KIE) in 24 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 2.82% in 2025 Q3. The latest visible filing shows KIE at 2.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CUMBERLAND ADVISORS INC's position in KBW INSURANCE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KIE was reported at 2.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.82% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KIE stock page CUMBERLAND ADVISORS INC fund profile CUMBERLAND ADVISORS INC full holdings
How CUMBERLAND ADVISORS INC held KIE — position size vs. price
% of Fund (quarterly)    KIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 122,680 -230 -0.2% 2.64% $6.7M 2026-04-27 $57.58
2025 Q4 REDUCED — — — 122,910 -780 -0.6% 2.80% $7.4M 2026-02-02 $57.95
2025 Q3 ADDED — — — 123,690 +58,360 +89.3% 2.82% $7.3M 2025-11-12 $58.50
2025 Q2 REDUCED 62.4% -1.1% ✅ 65,330 -108,205 -62.4% 1.64% $3.9M 2025-08-07 $55.65
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding KIE

As of 2026 Q2 — sorted by position size

EASTERN BANK 3Y 7Y 0.0%

FAQ About CUMBERLAND ADVISORS INC and KIE

These are the practical questions this page is built to answer before you even open the full history table.

How long has CUMBERLAND ADVISORS INC reported owning KIE?

CUMBERLAND ADVISORS INC reported KIE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported KIE position in CUMBERLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for KIE was 2.82% in 2025 Q3.

What is the latest reported KIE position on this page?

The most recent filing on this page is 2026 Q1, when CUMBERLAND ADVISORS INC reported 122,680 shares, equal to 2.64% of portfolio, with an estimated market value of $6.7M.

What does the chart on this KIE ownership page compare?

The chart compares CUMBERLAND ADVISORS INC's quarterly KIE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CUMBERLAND ADVISORS INC time their KIE position?

Based on 13F filing dates vs. subsequent KIE price moves, CUMBERLAND ADVISORS INC correctly timed 9 out of 23 reported position changes (39%). The annualised alpha on KIE relative to SPY over the holding period was -4.2%.

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