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
2020
Q1 		– Sell
-12,400
Closed -$465K – 4702
2019
Q4 		$465K Sell
12,400
-42,300
-77% -$1.24M ﹤0.01% 2712
2019
Q3 		$1.39M Buy
54,700
+19,200
+54% +$562K ﹤0.01% 1914
2019
Q2 		$1.28M Buy
+35,500
New +$1.17M ﹤0.01% 1952
2018
Q4 		– Sell
-14,500
Closed -$518K – 4860
2018
Q3 		$518K Hold
14,500
– – ﹤0.01% 2315
2018
Q2 		$560K Buy
+14,500
New +$451K ﹤0.01% 2281

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 $92.6M AUM 53.83% 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 $3.37T AUM 44.26% 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.