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Migdal Insurance & Financial Holdings Ltd.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Migdal Insurance & Financial Holdings Ltd. on XLE, newest first. How the timeline and the estimate are built.

Migdal Insurance & Financial Holdings Ltd. held 4,589,946 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,589,946 shares
    Change vs previous 13F +3,307,435 shares

    1.56% of the 13F portfolio, value $243,772,032.

    13F-HR 0001178913-26-003988 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,282,511 shares
    Change vs previous 13F +1,264,389 shares

    0.68% of the 13F portfolio, value $78,566,624.

    13F-HR 0001178913-26-002681 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,122 shares
    Change vs previous 13F -644,369 shares

    0.01% of the 13F portfolio, value $810,000.

    13F-HR 0001178913-26-000232 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 662,491 shares
    Change vs previous 13F -3,467 shares

    0.64% of the 13F portfolio, value $59,187,000.

    13F-HR 0001178913-25-003604 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 665,958 shares
    Change vs previous 13F -892,383 shares

    0.67% of the 13F portfolio, value $56,480,000.

    13F-HR/A 0001178913-25-003311 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,558,341 shares
    Change vs previous 13F +1,549,809 shares

    2.05% of the 13F portfolio, value $145,627,000.

    13F-HR 0001178913-25-001564 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,532 shares
    Change vs previous 13F -1,059 shares

    0.01% of the 13F portfolio, value $731,000.

    13F-HR 0001178913-25-000232 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,591 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $842,000.

    13F-HR 0001178913-24-003423 filed by Migdal Insurance & Financial Holdings Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).