Migdal Insurance & Financial Holdings Ltd. V — Visa Inc

Ownership history in Migdal Insurance & Financial Holdings Ltd.  ·  43 quarters on record

AI Ownership Summary

Migdal Insurance & Financial Holdings Ltd. reported Visa Inc (V) in 43 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.97% in 2024 Q4. The latest visible filing shows V at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this V ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Migdal Insurance & Financial Holdings Ltd.'s position in Visa Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

V was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Migdal Insurance & Financial Holdings Ltd. held V — position size vs. price
% of Fund (quarterly)    V price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 272,975 +175,448 +179.9% 0.60% $93.7M 2026-08-10 $360.65
2026 Q1 ADDED — — — 97,527 +69 +0.1% 0.26% $29.5M 2026-05-14 $321.92
2025 Q4 ADDED — — — 97,458 +746 +0.8% 0.29% $34K 2026-01-28 $325.03
2025 Q3 ADDED — — — 96,712 +1,057 +1.1% 0.36% $33K 2025-10-30 $342.29
2025 Q2 ADDED — — — 95,655 +30,487 +46.8% 0.40% $34K 2025-08-04 $338.84
2025 Q1 REDUCED 69.7% +1.5% ❌ 65,168 -149,660 -69.7% 0.32% $23K 2025-05-05 $344.69
2024 Q4 REDUCED — — — 214,828 -958 -0.4% 0.97% $68K 2025-01-28 $330.14
2024 Q3 ADDED — — — 215,786 +39,515 +22.4% 0.96% $59K 2024-11-04 $287.52
2024 Q2 REDUCED 21.9% +5.0% ❌ 176,271 -49,478 -21.9% 0.77% $46K 2024-07-29 $257.20
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Migdal Insurance & Financial Holdings Ltd. and V

These are the practical questions this page is built to answer before you even open the full history table.

How long has Migdal Insurance & Financial Holdings Ltd. reported owning V?

Migdal Insurance & Financial Holdings Ltd. reported V across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported V position in Migdal Insurance & Financial Holdings Ltd.'s portfolio?

The largest reported portfolio weight for V was 0.97% in 2024 Q4.

What is the latest reported V position on this page?

The most recent filing on this page is 2026 Q2, when Migdal Insurance & Financial Holdings Ltd. reported 272,975 shares, equal to 0.60% of portfolio, with an estimated market value of $93.7M.

What does the chart on this V ownership page compare?

The chart compares Migdal Insurance & Financial Holdings Ltd.'s quarterly V portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Migdal Insurance & Financial Holdings Ltd. time their V position?

Based on 13F filing dates vs. subsequent V price moves, Migdal Insurance & Financial Holdings Ltd. correctly timed 19 out of 42 reported position changes (45%). The annualised alpha on V relative to SPY over the holding period was +36.3%.

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