EF
E-L Financial Corp Ltd 13F Filing (Q2 2026) — Top Positions & Stock Picks
E-L Financial Corp LtdCIK: 0001697865
Concentrated strategyLong-term holder
Total reported value
$1.2B
Reporting period: 2026-06-30 · Number of holdings: 1
E-L Financial Corp Ltd disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.2B and a quarterly turnover rate of 15.8%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "E"
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 15.81
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govUnchanged VOO
-1.7% $178.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 100.00% | — | -1.72% |
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+20.7%
- Stdev
- +13%
- Beta
- +1
- Alpha
- +0.1%
- Max Drawdown
- -7.6%
- Annualized Perf
- +21.1%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +3.32
- Stutzer
- +0.46
- Treynor
- +0.2
- Sterling
- +1.34
- Calmar
- +2.8
- Information Ratio
- +0.41
- Tracking Error
- +0.3%
- Stdev Down
- +6.1%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +38%
- Worst 12 Months
- +8.3%
- Efficiency Ratio
- +0.66
- Sharpe
- +1.55
- Stdev Sectors
- —
- Skewness
- +0.08
- Kurtosis
- -0.14
- Upside Potential
- +4.9
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 1 | $1.2B | 16 | ||
| 2026 Q1 | 1 | $1.0B | 20 | ||
| 2025 Q4 | 1 | $1.3B | 1 | ||
| 2025 Q3 | 1 | $1.3B | 14 | ||
| 2025 Q2 | 1 | $1.1B | 0 | ||
| 2025 Q1 | 1 | $1.1B | 100 | ||
| 2024 Q4 | 1 | $1.3B | 0 | ||
| 2024 Q3 | 1 | $1.2B | 0 | ||
| 2024 Q2 | 1 | $1.1B | 0 | ||
| 2024 Q1 | 1 | $1.1B | 0 | ||
| 2023 Q4 | 1 | $954.0M | 0 | ||
| 2023 Q3 | 1 | $879.6M | 0 | ||
| 2023 Q2 | 1 | $891.0M | 0 | ||
| 2023 Q1 | 1 | $841.0M | 0 | ||
| 2022 Q4 | 1 | $786.1M | 0 | ||
| 2022 Q3 | 1 | $748.4M | 0 | ||
| 2022 Q2 | 1 | $738.4M | 0 | ||
| 2022 Q1 | 1 | $856.9M | 0 | ||
| 2021 Q4 | 1 | $913.2M | 0 | ||
| 2021 Q3 | 1 | $822.3M | 0 | ||
| 2021 Q2 | 1 | $807.4M | 100 | ||
| 2021 Q1 | 1 | $757.4M | 4 | ||
| 2020 Q4 | 1 | $725.7M | 7 | ||
| 2020 Q3 | 1 | $677.2M | 4 | ||
| 2020 Q2 | 1 | $653.0M | 16 | ||
| 2020 Q1 | 1 | $555.5M | 32 | ||
| 2019 Q4 | 2 | $766.5M | 6 | ||
| 2019 Q3 | 2 | $723.1M | 2 | ||
| 2019 Q2 | 2 | $708.5M | 1 | ||
| 2019 Q1 | 2 | $700.4M | 10 | ||
| 2018 Q4 | 2 | $634.8M | 10 | ||
| 2018 Q3 | 2 | $700.0M | 4 | ||
| 2018 Q2 | 2 | $671.0M | 4 | ||
| 2018 Q1 | 2 | $647.5M | 2 | ||
| 2017 Q4 | 2 | $636.8M | 6 | ||
| 2017 Q3 | 2 | $601.3M | 0 | ||
| 2017 Q2 | 2 | $600.8M | 100 | ||
| 2017 Q1 | 2 | $448.8M | 100 | ||
| 2016 Q4 | 2 | $423.9M | — |
Holding changes this quarter
E-L Financial Corp Ltd's most significant position changes for 2026-06-30: Trim: Vanguard S&p 500 ETF (VOO) — shares -1.72%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | -1.72% | Trim |
Filing History
FAQ
What is E-L Financial Corp Ltd and what type of investor is it?
E-L Financial Corp Ltd is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 1 disclosed positions.
What are E-L Financial Corp Ltd's largest equity positions?
Based on the latest 13F filing, E-L Financial Corp Ltd's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $1.2B (100.0%)
What changes did E-L Financial Corp Ltd make in its most recent portfolio filing?
In the latest quarter, E-L Financial Corp Ltd took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Vanguard S&p 500 ETF (VOO) — shares -1.72%
What sectors does E-L Financial Corp Ltd focus on?
Sector breakdown data is not yet available for E-L Financial Corp Ltd. Check back after the next 13F processing cycle.
Investment Profile
E-L Financial Corp Ltd returned an annualized 21.1% over the trailing 36 months — outperforming the S&P 500 by 0.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 56% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
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Developer Access
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