CANADA LIFE ASSURANCE Co

Insurance

Position in MC — Moelis & Co

CIK 1046192 WINNIPEG, A2

Position in MC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$4,713,501

-$1,214,224 QoQ

Shares Held

82,693

-4.1% QoQ

Ownership

0.105%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CANADA LIFE ASSURANCE Co holds $546,037,952 across 18 Capital Markets names. MC ranks #10 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	219,341	$185,560,292
2	MS	Morgan Stanley	889,102	$146,319,516
3	SCHW	Schwab Charles Corp	1,221,693	$114,814,708
4	IBKR	Interactive Brokers Group, Inc.	524,847	$35,201,488
5	EVR	Evercore Inc.	27,364	$8,168,427
6	SF	Stifel Financial Corp	108,373	$8,010,932
7	LPLA	LPL Financial Holdings Inc.	23,755	$7,146,216
8	MKTX	Marketaxess Holdings Inc	33,909	$5,594,306

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,713,501	82,693	-4.1%	Shares	Sole	2026-05-14
2025-12-31	$5,927,725	86,234	+12.6%	Shares	Sole	2026-02-13
2025-09-30	$5,462,969	76,598	-0.4%	Shares	Sole	2025-11-17
2025-06-30	$4,793,218	76,913	+0.3%	Shares	Sole	2025-08-15
2025-03-31	$4,473,352	76,651	-6.0%	Shares	Sole	2025-05-15
2024-12-31	$6,023,731	81,534	+2.8%	Shares	Sole	2025-02-13
2024-09-30	$5,431,883	79,286	+0.4%	Shares	Sole	2024-11-13
2024-06-30	$4,491,087	78,985	+34.2%	Shares	Sole	2024-08-12
2024-03-31	$3,340,914	58,850	+4.7%	Shares	Sole	2024-05-13
2023-12-31	$3,153,551	56,183	-17.2%	Shares	Sole	2024-02-13
2023-09-30	$3,063,604	67,884	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$3,125,875	68,943	+433.1%	Shares	Sole	2023-08-10
2023-03-31	$497,106	12,932	+13.4%	Shares	Sole	2023-05-12
2022-12-31	$437,533	11,403	+29.5%	Shares	Sole	2023-02-10
2022-09-30	$297,697	8,805	+7.4%	Shares	Sole	2022-11-01
2022-03-31	$384,896	8,198	+38.1%	Shares	Sole	2022-05-12
2021-12-31	$371,059	5,936	+14.1%	Shares	Defined	2022-02-14
2021-09-30	$321,909	5,203	0.0%	Shares	Defined	2021-11-15
2021-06-30	$295,998	5,203	-7.6%	Shares	Defined	2021-08-11
2021-03-31	$308,974	5,630	+10.4%	Shares	Defined	2021-05-17
2020-12-31	$238,429	5,099	+40.9%	Shares	Defined	2021-02-16
2020-09-30	$127,206	3,620	-27.8%	Shares	Defined	2020-11-18
2020-06-30	$156,142	5,011	-9.1%	Shares	Defined	2020-08-17
2020-03-31	$154,943	5,514	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.