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Harel Insurance Investments & Financial Services’s S&P Global SPGI Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$792K Sell
2,013
-267
-12% -$113K ﹤0.01% 207
2026
Q1 		$969K Sell
2,280
-51
-2% -$23.7K 0.01% 170
2025
Q4 		$1.22M Sell
2,331
-268
-10% -$133K 0.01% 165
2025
Q3 		$1.26M Buy
2,599
+1,475
+131% +$790K 0.01% 187
2025
Q2 		$593K Buy
1,124
+152
+16% +$75.9K 0.01% 205
2025
Q1 		$494K Buy
972
+410
+73% +$209K 0.01% 198
2024
Q4 		$280K Buy
562
+377
+204% +$191K ﹤0.01% 191
2024
Q3 		$96K Sell
185
-78
-30% -$38.6K ﹤0.01% 282
2024
Q2 		$117K Hold
263
– – ﹤0.01% 294
2024
Q1 		$112K Hold
263
– – ﹤0.01% 296
2023
Q4 		$116K Hold
263
– – ﹤0.01% 336
2023
Q3 		$96K Hold
263
– – ﹤0.01% 377
2023
Q2 		$105K Hold
263
– – ﹤0.01% 379
2023
Q1 		$91K Hold
263
– – ﹤0.01% 413
2022
Q4 		$88K Sell
263
-36
-12% -$11.9K ﹤0.01% 387
2022
Q3 		$91K Hold
299
– – ﹤0.01% 398
2022
Q2 		$101K Sell
299
-165
-36% -$58.8K ﹤0.01% 402
2022
Q1 		$190K Sell
464
-952
-67% -$388K ﹤0.01% 351
2021
Q4 		$666K Buy
1,416
+779
+122% +$356K 0.01% 225
2021
Q3 		$271K Sell
637
-1,577
-71% -$683K 0.01% 328
2021
Q2 		$2.68M Buy
2,214
+817
+58% +$314K 0.06% 158
2021
Q1 		$1.52M Sell
1,397
-3,413
-71% -$1.14M 0.03% 293
2020
Q4 		$5.08M Buy
4,810
+731
+18% +$247K 0.12% 84
2020
Q3 		$1.47M Buy
4,079
+2,936
+257% +$1.04M 0.05% 90
2020
Q2 		$377K Buy
1,143
+300
+36% +$90.2K 0.01% 163
2020
Q1 		$207K Buy
843
+133
+19% +$36.5K 0.01% 166
2019
Q4 		$194K Buy
+710
New +$184K 0.01% 205

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SPGI Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $113K and leaving 2,013 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Harel Insurance Investments & Financial Services first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.08M in Q4 2020. 1,473 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 2,013 shares of S&P Global worth $792K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 267 S&P Global shares in Q2 2026, an estimated $113K.
  • S&P Global made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #207 holding.
  • Harel Insurance Investments & Financial Services first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Harel Insurance Investments & Financial Services's S&P Global position peaked at $5.08M in Q4 2020.
  • 1,473 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.