Migdal Insurance & Financial Holdings’s Clearwater Analytics CWAN Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6	Closed	–	–	337
2025 Q2	$0	Buy	+6	New	+$138	﹤0.01%	356
2025 Q1	–	Sell	-7	Closed	–	–	421
2024 Q4	$0	Sell	7 -31	-82%	-$880	﹤0.01%	378
2024 Q3	$1K	Sell	38 -249	-87%	-$5.6K	﹤0.01%	404
2024 Q2	$5K	Sell	287 -124	-30%	-$2.24K	﹤0.01%	481
2024 Q1	$7K	Buy	411 +165	+67%	+$3.07K	﹤0.01%	346
2023 Q4	$5K	Sell	246 -27	-10%	-$532	﹤0.01%	457
2023 Q3	$5K	Hold	273	–	–	﹤0.01%	452
2023 Q2	$4K	Sell	273 -69	-20%	-$1.09K	﹤0.01%	436
2023 Q1	$5K	Buy	342 +123	+56%	+$2.15K	﹤0.01%	482
2022 Q4	$4K	Hold	219	–	–	﹤0.01%	485
2022 Q3	$4K	Sell	219 -7	-3%	-$102	﹤0.01%	485
2022 Q2	$3K	Buy	+226	New	+$3.65K	﹤0.01%	588

Other funds holding CWAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CWAN Position: Q3 2025 in Review

Migdal Insurance & Financial Holdings sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 6 shares.

Migdal Insurance & Financial Holdings first reported a position in CWAN in Q2 2022 and held it in 12 quarters. The position peaked at $7K in Q1 2024. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

Migdal Insurance & Financial Holdings reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 6 Clearwater Analytics shares in Q3 2025.
Migdal Insurance & Financial Holdings first reported a position in Clearwater Analytics in Q2 2022 and held it in 12 quarters.
Migdal Insurance & Financial Holdings's Clearwater Analytics position peaked at $7K in Q1 2024.
329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.