Bank of Montreal
SAFT icon

Bank of Montreal’s Safety Insurance SAFT Stock Holding History

Bank of Montreal’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,692
Closed -$291K – 3701
2025
Q1 		$291K Sell
3,692
-3,446
-48% -$269K ﹤0.01% 2528
2024
Q4 		$588K Buy
7,138
+2,196
+44% +$182K ﹤0.01% 2139
2024
Q3 		$405K Buy
4,942
+2,074
+72% +$171K ﹤0.01% 2550
2024
Q2 		$221K Sell
2,868
-255
-8% -$20K ﹤0.01% 2936
2024
Q1 		$257K Buy
3,123
+76
+2% +$6.16K ﹤0.01% 2879
2023
Q4 		$235K Buy
+3,047
New +$230K ﹤0.01% 3017
2023
Q3 		– Sell
-3,302
Closed -$248K – 4174
2023
Q2 		$248K Sell
3,302
-691
-17% -$50.5K ﹤0.01% 3080
2023
Q1 		$298K Buy
3,993
+649
+19% +$52.9K ﹤0.01% 2785
2022
Q4 		$294K Buy
3,344
+521
+18% +$44.3K ﹤0.01% 2917
2022
Q3 		$234 Sell
2,823
-1,453
-34% -$131K ﹤0.01% 3098
2022
Q2 		$411 Sell
4,276
-1,144
-21% -$103K ﹤0.01% 2811
2022
Q1 		$495K Sell
5,420
-317
-6% -$27.1K ﹤0.01% 2840
2021
Q4 		$487K Sell
5,737
-6,271
-52% -$503K ﹤0.01% 2414
2021
Q3 		$970K Sell
12,008
-249
-2% -$19.6K ﹤0.01% 2517
2021
Q2 		$975K Buy
12,257
+6,448
+111% +$538K ﹤0.01% 2499
2021
Q1 		$499K Sell
5,809
-3,798
-40% -$306K ﹤0.01% 2644
2020
Q4 		$767K Buy
9,607
+3,870
+67% +$284K ﹤0.01% 2432
2020
Q3 		$385K Sell
5,737
-471
-8% -$35K ﹤0.01% 2445
2020
Q2 		$455K Sell
6,208
-10,735
-63% -$841K ﹤0.01% 2307
2020
Q1 		$1.35M Sell
16,943
-28,012
-62% -$2.44M ﹤0.01% 1597
2019
Q4 		$4.16M Buy
44,955
+2,764
+7% +$269K ﹤0.01% 1457
2019
Q3 		$4.27M Buy
42,191
+9,537
+29% +$932K ﹤0.01% 1283
2019
Q2 		$3.11M Sell
32,654
-1,294
-4% -$120K ﹤0.01% 1443
2019
Q1 		$2.96M Sell
33,948
-1,207
-3% -$103K ﹤0.01% 1460
2018
Q4 		$2.88M Buy
35,155
+4,165
+13% +$355K ﹤0.01% 1346
2018
Q3 		$2.78M Buy
30,990
+6,959
+29% +$643K ﹤0.01% 1492
2018
Q2 		$2.05M Sell
24,031
-1,309
-5% -$109K ﹤0.01% 1639
2018
Q1 		$1.95M Buy
25,340
+287
+1% +$22K ﹤0.01% 1572
2017
Q4 		$2.01M Buy
25,053
+13,191
+111% +$1.07M ﹤0.01% 1573
2017
Q3 		$905K Buy
11,862
+11,204
+1,703% +$798K ﹤0.01% 2025
2017
Q2 		$45K Buy
658
+15
+2% +$1.03K ﹤0.01% 3264
2017
Q1 		$45K Sell
643
-10
-2% -$717 ﹤0.01% 3122
2016
Q4 		$46K Buy
653
+88
+16% +$6.15K ﹤0.01% 3139
2016
Q3 		$38K Buy
565
+63
+13% +$4.11K ﹤0.01% 3137
2016
Q2 		$31K Hold
502
– – ﹤0.01% 3217
2016
Q1 		$29K Hold
502
– – ﹤0.01% 3250
2015
Q4 		$29K Sell
502
-1,935
-79% -$108K ﹤0.01% 3259
2015
Q3 		$132K Sell
2,437
-1,236
-34% -$68.9K ﹤0.01% 2473
2015
Q2 		$212K Sell
3,673
-1,463
-28% -$84.8K ﹤0.01% 2390
2015
Q1 		$307K Sell
5,136
-88
-2% -$5.4K ﹤0.01% 2181
2014
Q4 		$334K Buy
5,224
+2,368
+83% +$142K ﹤0.01% 2246
2014
Q3 		$154K Sell
2,856
-296
-9% -$15.7K ﹤0.01% 2648
2014
Q2 		$162K Buy
3,152
+256
+9% +$13.5K ﹤0.01% 2600
2014
Q1 		$155K Sell
2,896
-980
-25% -$53.9K ﹤0.01% 2612
2013
Q4 		$218K Hold
3,876
– – ﹤0.01% 2207
2013
Q3 		$205K Hold
3,876
– – ﹤0.01% 2233
2013
Q2 		$188K Buy
+3,876
New +$195K ﹤0.01% 2219

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Bank of Montreal's SAFT Position: Q2 2025 in Review

Bank of Montreal sold out of Safety Insurance (SAFT) in Q2 2025, closing a stake of 3,692 shares — an estimated $291K sold.

Bank of Montreal first reported a position in SAFT in Q2 2013 and held it in 47 quarters. The position peaked at $4.27M in Q3 2019. 193 funds tracked by Wall St. Rank hold SAFT as of Q2 2025.

  • Bank of Montreal reported no remaining Safety Insurance position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 3,692 Safety Insurance shares in Q2 2025, an estimated $291K.
  • Bank of Montreal first reported a position in Safety Insurance in Q2 2013 and held it in 47 quarters.
  • Bank of Montreal's Safety Insurance position peaked at $4.27M in Q3 2019.
  • 193 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.