Caldwell Investment Management Ltd.
Position in MFC — Manulife Financial Corp
CIK 1904373
TORONTO, A6
Position in MFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,884,440
+$6,075,040 QoQ
Shares Held
244,000
+132.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
6.53%
of 13F equity value
Holder Rank
#139
of 805 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MFC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Caldwell Investment Management Ltd. holds $9,884,440 across 1 Insurance - Life name. MFC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
This page
|
244,000 | $9,884,440 |
All Filings in MFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,884,440 | 244,000 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $3,809,400 | 105,000 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $2,404,780 | 77,200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,558,510 | 181,000 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $5,348,550 | 181,000 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,717,976 | 214,800 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,915,933 | 156,700 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||