HIIFS
FWRD icon

Harel Insurance Investments & Financial Services’s Forward Air FWRD Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-214
Closed -$4K – 453
2025
Q1 		$4K Sell
214
-21
-9% -$579 ﹤0.01% 465
2024
Q4 		$8K Hold
235
– – ﹤0.01% 435
2024
Q3 		$8K Sell
235
-229
-49% -$6.5K ﹤0.01% 458
2024
Q2 		$9K Sell
464
-195
-30% -$4.03K ﹤0.01% 486
2024
Q1 		$21K Buy
659
+323
+96% +$13.5K ﹤0.01% 437
2023
Q4 		$21K Sell
336
-189
-36% -$12.7K ﹤0.01% 493
2023
Q3 		$36K Sell
525
-2,683
-84% -$236K ﹤0.01% 497
2023
Q2 		$345K Sell
3,208
-32
-1% -$3.28K 0.01% 244
2023
Q1 		$342K Buy
3,240
+1,664
+106% +$175K 0.01% 271
2022
Q4 		$166K Sell
1,576
-197
-11% -$20.7K ﹤0.01% 306
2022
Q3 		$163K Buy
1,773
+439
+33% +$43.1K ﹤0.01% 318
2022
Q2 		$123K Buy
1,334
+435
+48% +$40.3K ﹤0.01% 383
2022
Q1 		$88K Sell
899
-20
-2% -$2.11K ﹤0.01% 456
2021
Q4 		$111K Buy
919
+45
+5% +$4.61K ﹤0.01% 491
2021
Q3 		$73K Sell
874
-278
-24% -$24.3K ﹤0.01% 492
2021
Q2 		$103K Buy
+1,152
New +$106K ﹤0.01% 636
2020
Q2 		– Sell
-423
Closed -$21K – 530
2020
Q1 		$21K Buy
+423
New +$25.7K ﹤0.01% 342
2019
Q3 		– Sell
-800
Closed -$47K – 521
2019
Q2 		$47K Buy
+800
New +$49.2K ﹤0.01% 322

Other funds holding FWRD

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPM
Ridgemont Partners Management Charlotte, North Carolina $49.7M AUM 26.51% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
PA
Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FWRD Position: Q2 2025 in Review

Harel Insurance Investments & Financial Services sold out of Forward Air (FWRD) in Q2 2025, closing a stake of 214 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in FWRD in Q2 2019 and held it in 18 quarters. The position peaked at $345K in Q2 2023. 180 funds tracked by Wall St. Rank hold FWRD as of Q2 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Forward Air position as of Q2 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 214 Forward Air shares in Q2 2025, an estimated $4K.
  • Harel Insurance Investments & Financial Services first reported a position in Forward Air in Q2 2019 and held it in 18 quarters.
  • Harel Insurance Investments & Financial Services's Forward Air position peaked at $345K in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Forward Air as of Q2 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.