Bank of Montreal
TRUP icon

Bank of Montreal’s Trupanion TRUP Stock Holding History

Bank of Montreal’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,280
Closed -$403K – 3809
2025
Q2 		$403K Buy
7,280
+245
+3% +$10.8K ﹤0.01% 2410
2025
Q1 		$262K Buy
7,035
+1,286
+22% +$53.5K ﹤0.01% 2583
2024
Q4 		$277K Buy
5,749
+12
+0.2% +$616 ﹤0.01% 2592
2024
Q3 		$245K Buy
+5,737
New +$224K ﹤0.01% 2903
2024
Q1 		– Sell
-6,400
Closed -$205K – 4327
2023
Q4 		$205K Buy
+6,400
New +$170K ﹤0.01% 3121
2023
Q2 		– Sell
-16,456
Closed -$729K – 4292
2023
Q1 		$729K Buy
16,456
+5,630
+52% +$305K ﹤0.01% 2243
2022
Q4 		$580K Sell
10,826
-3,550
-25% -$185K ﹤0.01% 2524
2022
Q3 		$960 Sell
14,376
-548
-4% -$36.8K ﹤0.01% 2203
2022
Q2 		$933 Sell
14,924
-4,426
-23% -$301K ﹤0.01% 2352
2022
Q1 		$1.77M Buy
19,350
+7,354
+61% +$676K ﹤0.01% 2003
2021
Q4 		$1.61M Sell
11,996
-8,585
-42% -$1M ﹤0.01% 1694
2021
Q3 		$1.69M Sell
20,581
-513
-2% -$50.6K ﹤0.01% 2173
2021
Q2 		$2.46M Buy
21,094
+2,835
+16% +$247K ﹤0.01% 1948
2021
Q1 		$1.37M Buy
18,259
+8,396
+85% +$861K ﹤0.01% 1979
2020
Q4 		$1.15M Buy
9,863
+5,853
+146% +$553K ﹤0.01% 2142
2020
Q3 		$346K Sell
4,010
-574
-13% -$34.4K ﹤0.01% 2490
2020
Q2 		$209K Buy
4,584
+142
+3% +$4.59K ﹤0.01% 2710
2020
Q1 		$110K Sell
4,442
-15,883
-78% -$497K ﹤0.01% 2561
2019
Q4 		$762K Sell
20,325
-42,260
-68% -$1.24M ﹤0.01% 2436
2019
Q3 		$1.59M Buy
62,585
+11,895
+23% +$348K ﹤0.01% 1837
2019
Q2 		$1.83M Buy
50,690
+46,461
+1,099% +$1.53M ﹤0.01% 1743
2019
Q1 		$138K Sell
4,229
-510
-11% -$14.5K ﹤0.01% 2925
2018
Q4 		$121K Sell
4,739
-18,856
-80% -$507K ﹤0.01% 2848
2018
Q3 		$843K Sell
23,595
-1,173
-5% -$45.3K ﹤0.01% 2081
2018
Q2 		$956K Buy
24,768
+16,896
+215% +$525K ﹤0.01% 2024
2018
Q1 		$236K Hold
7,872
– – ﹤0.01% 2561
2017
Q4 		$231K Hold
7,872
– – ﹤0.01% 2618
2017
Q3 		$208K Sell
7,872
-1,172
-13% -$26.9K ﹤0.01% 2655
2017
Q2 		$201K Buy
9,044
+6,834
+309% +$123K ﹤0.01% 2648
2017
Q1 		$31K Buy
2,210
+185
+9% +$2.82K ﹤0.01% 3234
2016
Q4 		$34K Hold
2,025
– – ﹤0.01% 3239
2016
Q3 		$34K Buy
2,025
+475
+31% +$7.27K ﹤0.01% 3175
2016
Q2 		$21K Buy
1,550
+396
+34% +$5.17K ﹤0.01% 3370
2016
Q1 		$11K Hold
1,154
– – ﹤0.01% 3597
2015
Q4 		$11K Sell
1,154
-8,486
-88% -$67K ﹤0.01% 3603
2015
Q3 		$73K Sell
9,640
-10,000
-51% -$78.9K ﹤0.01% 2762
2015
Q2 		$162K Sell
19,640
-29,900
-60% -$245K ﹤0.01% 2500
2015
Q1 		$396K Buy
49,540
+48,486
+4,600% +$368K ﹤0.01% 2055
2014
Q4 		$7K Buy
1,054
+54
+5% +$354 ﹤0.01% 3638
2014
Q3 		$9K Buy
+1,000
New +$9.26K ﹤0.01% 3691

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's TRUP Position: Q3 2025 in Review

Bank of Montreal sold out of Trupanion (TRUP) in Q3 2025, closing a stake of 7,280 shares — an estimated $403K sold.

Bank of Montreal first reported a position in TRUP in Q3 2014 and held it in 40 quarters. The position peaked at $2.46M in Q2 2021. 221 funds tracked by Wall St. Rank hold TRUP as of Q3 2025.

  • Bank of Montreal reported no remaining Trupanion position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 7,280 Trupanion shares in Q3 2025, an estimated $403K.
  • Bank of Montreal first reported a position in Trupanion in Q3 2014 and held it in 40 quarters.
  • Bank of Montreal's Trupanion position peaked at $2.46M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Trupanion as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.