Ownership history in MACKENZIE FINANCIAL CORP Β· 6 quarters on record
This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in INTL GNRL INSURANCE HLDNGS L (IGIC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACKENZIE FINANCIAL CORP outperformed the S&P 500 by +13.6% annually on this IGIC position. Timing score: 25% (1/4 decisions correct). Average cost basis: $21.37. Maximum drawdown during holding period: β5.2%.
π₯ Exceptional β beat the S&P 500 by 13.6% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $20.97 (2024 Q4) Β· Worst: $23.22 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size