HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD
Q1 2024 Form 13-F
RAMAT GAN
CIK 0001429390
· Institutional investment manager
Consolidated report · includes
2 managers
since Q4 2015
$5.2B Reported Value Total
Reported value
$5.2B
Quarter over quarter
+8.9%
Holdings
526
Top-10 concentration
50.0%
Filing Structure
Reports holdings for
- Harel Insurance Co LTD · File #028-17292 · since Q4 2015
- Harel Mutual Funds Ltd · File #028-17293 · since Q4 2015
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Sarit Levy
V.P., Accounting and Investments Department
Filing Navigation
13F Metrics
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Q1 2024 13F record
Q1 2024 13F filing summary
| Period of report | March 31, 2024 |
|---|---|
| Filed | April 30, 2024 |
| Form | 13F-HR |
| Reported value | $5.2B |
| Positions | 526 |
| Change in reported value | -9.2% |
| New positions | 50 |
| Exited positions | 117 |
| Position turnover | 26.0% |
| Top-10 concentration | 50.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 2, 2026
|
534 | $21.3B |
|
Q2 2026 13F
Filed Jul 29, 2026
|
522 | $20.6B |
|
Q1 2026 13F
Filed May 5, 2026
|
495 | $14.7B |
|
Q4 2025 13F
Filed Feb 3, 2026
|
416 | $11.5B |
|
Q3 2025 13F
Filed Oct 29, 2025
|
453 | $11.1B |
|
Q2 2025 13F
Filed Aug 5, 2025
|
421 | $8.7B |
|
Q1 2025 13F
Filed Apr 29, 2025
|
466 | $7.6B |
|
Q4 2024 13F
Filed Jan 21, 2025
|
456 | $6.1B |
|
Q3 2024 13F
Filed Oct 15, 2024
|
479 | $5.8B |
|
Q2 2024 13F
Filed Jul 22, 2024
|
530 | $5.3B |
|
Q1 2024 13F
Filed Apr 30, 2024
|
526 | $5.2B |
|
Q4 2023 13F
Filed Jan 30, 2024
|
581 | $5.7B |
|
Q3 2023 13F
Filed Oct 30, 2023
|
641 | $5.1B |
|
Q2 2023 13F
Filed Jul 17, 2023
|
674 | $4.1B |
|
Q1 2023 13F
Filed May 2, 2023
|
687 | $4.9B |
|
Q4 2022 13F
Filed Jan 26, 2023
|
669 | $4.6B |
|
Q3 2022 13F
Filed Oct 31, 2022
|
687 | $4.1B |
|
Q2 2022 13F
Filed Jul 19, 2022
|
697 | $4.8B |
|
Q1 2022 13F
Filed May 3, 2022
|
685 | $6.1B |
|
Q4 2021 13F
Filed Feb 7, 2022
|
733 | $5.3B |
24 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | XLV SELECT SECTOR SPDR TR | $417.1M | 8.08% |
| 2 | XLF SELECT SECTOR SPDR TR | $408.1M | 7.9% |
| 3 | PAVE GLOBAL X FDS | $272.1M | 5.27% |
| 4 | XLP SELECT SECTOR SPDR TR | $271.6M | 5.26% |
| 5 | XLU SELECT SECTOR SPDR TR | $265.6M | 5.14% |
| 6 | VHT VANGUARD WORLD FD | $205.4M | 3.98% |
| 7 | NVMI NOVA LTD | $205.4M | 3.98% |
| 8 | XLE SELECT SECTOR SPDR TR | $205.1M | 3.97% |
| 9 | XLC SELECT SECTOR SPDR TR | $168.9M | 3.27% |
| 10 | XLK SELECT SECTOR SPDR TR | $164.8M | 3.19% |
| 11 | XSOE WISDOMTREE TR | $142.0M | 2.75% |
| 12 | XLI SELECT SECTOR SPDR TR | $122.9M | 2.38% |
| 13 | TSEM TOWER SEMICONDUCTOR LTD | $121.8M | 2.36% |
| 14 | GOOGL ALPHABET INC | $116.2M | 2.25% |
| 15 | XLRE SELECT SECTOR SPDR TR | $115.4M | 2.23% |
| 16 | KBWP INVESCO EXCH TRADED FD TR II | $113.7M | 2.2% |
| 17 | RSPD INVESCO EXCHANGE TRADED FD T | $107.1M | 2.07% |
| 18 | VCIT VANGUARD SCOTTSDALE FDS | $98.3M | 1.9% |
| 19 | PERI PERION NETWORK LTD | $88.7M | 1.72% |
| 20 | AAPL APPLE INC | $81.8M | 1.58% |
Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.