Harel Insurance Investments & Financial Services Ltd.
All 13F Filings
- Location
- Ramat Gan, L3
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 11,547,349
- Description
- Ramat Gan based policyholder capital manager with a regulated corporate organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes credit underwriting and duration control, active stewardship and governance oversight, and asset liability coordination for policyholder linked investment mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through investment policy adherence and decision traceability.
- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 435 | 11,547,349 | 13F-HR | Harel Insurance Investments & Financial Services Ltd. |
| Q3 2025 | 10/29/2025 | 469 | 11,129,116 | 13F-HR | Harel Insurance Investments & Financial Services Ltd. |
| Q2 2025 | 8/5/2025 | 437 | 8,742,149 | 13F-HR | Harel Insurance Investments & Financial Services Ltd. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.03 M | 86.8% | 848.8 K | 0 | 848.8 K |
| ETFs | 1.482 M | 12.8% | 0 | 451.6 K | -451.6 K |
| Debt | 37.99 K | 0.3% | 21.05 K | 0 | 21.05 K |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
11,547,349
Holdings
435
QoQ value change ($000)
418,233
(3.8%)
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.