FWL INVESTMENT MANAGEMENT, LLC MFC — MANULIFE FINL CORP COM

Ownership history in FWL INVESTMENT MANAGEMENT, LLC  ·  8 quarters on record

AI Ownership Summary

FWL INVESTMENT MANAGEMENT, LLC reported MANULIFE FINL CORP COM (MFC) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows MFC at 0.00% 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.

What this MFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FWL INVESTMENT MANAGEMENT, LLC's position in MANULIFE FINL CORP COM, 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
2025 Q3

MFC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

MFC stock page FWL INVESTMENT MANAGEMENT, LLC fund profile FWL INVESTMENT MANAGEMENT, LLC full holdings
How FWL INVESTMENT MANAGEMENT, LLC held MFC — position size vs. price
% of Fund (quarterly)    MFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 46.9% +17.7% ❌ 566 -500 -46.9% 0.00% $18K 2025-11-17 $33.15
2025 Q2 UNCHANGED — — — 1,066 — 0% 0.01% $34K 2025-08-14 $30.01
2025 Q1 UNCHANGED — — — 1,066 — 0% 0.01% $33K 2025-05-15 $30.95
2024 Q4 UNCHANGED — — — 1,066 — 0% 0.01% $33K 2025-02-14 $28.53
2024 Q3 UNCHANGED — — — 1,066 — 0% 0.01% $32K 2024-11-14 $31.31
2024 Q2 REDUCED 16.7% +12.3% ❌ 1,066 -214 -16.7% 0.01% $28K 2024-08-13 $23.98
2024 Q1 REDUCED 19.0% +6.4% ❌ 1,280 -300 -19.0% 0.02% $32K 2024-05-13 $23.93
2023 Q4 INITIATED — — — 1,580 — — 0.02% $35K 2024-02-13 $20.42

🏢 Other funds also holding MFC

As of 2026 Q1 — sorted by position size

CANERECTOR INC 18.16% Heathbridge Capital Management Ltd. 3Y 7Y 5.7% Burkett Asset Management Ltd 4.84% Promethos Capital, LLC 4.76% Cardinal Capital Management, Inc. 3Y 7Y 4.33% Value Partners Investments Inc. 3Y 3.98% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.34% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 2.71% LINCLUDEN MANAGEMENT LTD 3Y 7Y 2.57% GRACE & WHITE INC /NY 3Y 7Y 2.49%

FAQ About FWL INVESTMENT MANAGEMENT, LLC and MFC

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

How long has FWL INVESTMENT MANAGEMENT, LLC reported owning MFC?

FWL INVESTMENT MANAGEMENT, LLC reported MFC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MFC position in FWL INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for MFC was 0.02% in 2023 Q4.

What is the latest reported MFC position on this page?

The most recent filing on this page is 2025 Q3, when FWL INVESTMENT MANAGEMENT, LLC reported 566 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this MFC ownership page compare?

The chart compares FWL INVESTMENT MANAGEMENT, LLC's quarterly MFC 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 FWL INVESTMENT MANAGEMENT, LLC time their MFC position?

Based on 13F filing dates vs. subsequent MFC price moves, FWL INVESTMENT MANAGEMENT, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on MFC relative to SPY over the holding period was +9.8%.

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