Migdal Insurance & Financial Holdings Ltd.
All 13F Filings
- Location
- Petach Tikva, L3
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 11,533,106
- Description
- Petach Tikva based insurance linked investment platform with a continental governance structure and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and credit underwriting and duration control for insurance reserve portfolios. The process prioritizes downside control, mandate clarity, and consistent execution standards through scenario based allocation review and implementation consistency.
- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 362 | 11,533,106 | 13F-HR | Migdal Insurance & Financial Holdings Ltd. |
| Q4 2025 | 1/28/2026 | 346 | 11,631,814 | 13F-HR | Migdal Insurance & Financial Holdings Ltd. |
| Q3 2025 | 10/30/2025 | 325 | 9,287,811 | 13F-HR | Migdal Insurance & Financial Holdings Ltd. |
| Q2 2025 | 9/15/2025 | 357 | 8,423,820 | 13F-HR/A - NEW HOLDINGS | Migdal Insurance & Financial Holdings Ltd. |
| Q2 2025 | 8/4/2025 | 356 | 8,422,912 | 13F-HR | Migdal Insurance & Financial Holdings Ltd. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5.284 K
(0.0% of total reported value)
· QoQ Δ:
+5.284 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.271 M | 63.1% | 687 K | 0 | 687 K |
| ETFs | 4.254 M | 36.9% | 0 | 794.3 K | -794.3 K |
| Debt | 2.779 K | 0.0% | 2.779 K | 0 | 2.779 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
11,533,106
Holdings
362
QoQ value change ($000)
-98,708
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.