Bank of Montreal’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $997K | Buy |
481
+48
| +11% | +$103K | ﹤0.01% | 2087 |
|
|
2026
Q1 | $951K | Buy |
433
+2
| +0.5% | +$4.28K | ﹤0.01% | 2067 |
|
|
2025
Q4 | $896K | Sell |
431
-1
| -0.2% | -$1.96K | ﹤0.01% | 2039 |
|
|
2025
Q3 | $722K | Hold |
432
| – | – | ﹤0.01% | 2106 |
|
|
2025
Q2 | $776K | Buy |
432
+16
| +4% | +$28.5K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $801K | Hold |
416
| – | – | ﹤0.01% | 1924 |
|
|
2024
Q4 | $809K | Sell |
416
-9
| -2% | -$17K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $723K | Sell |
425
-4
| -0.9% | -$6.97K | ﹤0.01% | 2198 |
|
|
2024
Q2 | $795K | Hold |
429
| – | – | ﹤0.01% | 2147 |
|
|
2024
Q1 | $790K | Sell |
429
-1
| -0.2% | -$1.68K | ﹤0.01% | 2141 |
|
|
2023
Q4 | $652K | Hold |
430
| – | – | ﹤0.01% | 2329 |
|
|
2023
Q3 | $688K | Sell |
430
-18
| -4% | -$27.6K | ﹤0.01% | 2256 |
|
|
2023
Q2 | $635K | Buy |
448
+14
| +3% | +$19.7K | ﹤0.01% | 2432 |
|
|
2023
Q1 | $668K | Buy |
434
+4
| +0.9% | +$5.74K | ﹤0.01% | 2296 |
|
|
2022
Q4 | $616K | Buy |
430
+18
| +4% | +$24.4K | ﹤0.01% | 2486 |
|
|
2022
Q3 | $568K | Sell |
412
-123
| -23% | -$159K | ﹤0.01% | 2508 |
|
|
2022
Q2 | $685K | Buy |
535
+110
| +26% | +$128K | ﹤0.01% | 2520 |
|
|
2022
Q1 | $470K | Sell |
425
-8
| -2% | -$8.38K | ﹤0.01% | 2895 |
|
|
2021
Q4 | $440K | Sell |
433
-6
| -1% | -$6.34K | ﹤0.01% | 2489 |
|
|
2021
Q3 | $489K | Sell |
439
-3
| -0.7% | -$3.35K | ﹤0.01% | 2892 |
|
|
2021
Q2 | $509K | Sell |
442
-123
| -22% | -$144K | ﹤0.01% | 2814 |
|
|
2021
Q1 | $651K | Sell |
565
-221
| -28% | -$247K | ﹤0.01% | 2492 |
|
|
2020
Q4 | $832K | Buy |
786
+80
| +11% | +$75.3K | ﹤0.01% | 2366 |
|
|
2020
Q3 | $594K | Buy |
706
+351
| +99% | +$303K | ﹤0.01% | 2253 |
|
|
2020
Q2 | $298K | Sell |
355
-9
| -2% | -$8.11K | ﹤0.01% | 2526 |
|
|
2020
Q1 | $347K | Sell |
364
-766
| -68% | -$793K | ﹤0.01% | 2133 |
|
|
2019
Q4 | $1.26M | Sell |
1,130
-4
| -0.4% | -$4.36K | ﹤0.01% | 2129 |
|
|
2019
Q3 | $1.22M | Buy |
1,134
+208
| +22% | +$222K | ﹤0.01% | 1977 |
|
|
2019
Q2 | $946K | Sell |
926
-71
| -7% | -$68.3K | ﹤0.01% | 2094 |
|
|
2019
Q1 | $923K | Buy |
997
+298
| +43% | +$270K | ﹤0.01% | 2049 |
|
|
2018
Q4 | $599K | Sell |
699
-150
| -18% | -$134K | ﹤0.01% | 2092 |
|
|
2018
Q3 | $794K | Buy |
849
+8
| +1% | +$7.42K | ﹤0.01% | 2112 |
|
|
2018
Q2 | $763K | Sell |
841
-70
| -8% | -$61.7K | ﹤0.01% | 2135 |
|
|
2018
Q1 | $749K | Sell |
911
-225
| -20% | -$186K | ﹤0.01% | 2051 |
|
|
2017
Q4 | $967K | Buy |
1,136
+94
| +9% | +$82.2K | ﹤0.01% | 1972 |
|
|
2017
Q3 | $892K | Buy |
1,042
+77
| +8% | +$66.2K | ﹤0.01% | 2032 |
|
|
2017
Q2 | $838K | Sell |
965
-1,144
| -54% | -$992K | ﹤0.01% | 2060 |
|
|
2017
Q1 | $1.86M | Sell |
2,109
-1,813
| -46% | -$1.62M | ﹤0.01% | 1572 |
|
|
2016
Q4 | $3.28M | Buy |
3,922
+1,196
| +44% | +$1M | ﹤0.01% | 1272 |
|
|
2016
Q3 | $2.26M | Sell |
2,726
-1
| -0% | -$824 | ﹤0.01% | 1431 |
|
|
2016
Q2 | $2.3M | Buy |
2,727
+1,949
| +251% | +$1.59M | ﹤0.01% | 1437 |
|
|
2016
Q1 | $625K | Sell |
778
-2,320
| -75% | -$1.74M | ﹤0.01% | 1953 |
|
|
2015
Q4 | $2.25M | Buy |
3,098
+715
| +30% | +$548K | ﹤0.01% | 1354 |
|
|
2015
Q3 | $1.78M | Sell |
2,383
-1,671
| -41% | -$1.2M | ﹤0.01% | 1341 |
|
|
2015
Q2 | $2.65M | Buy |
4,054
+116
| +3% | +$76.9K | ﹤0.01% | 1279 |
|
|
2015
Q1 | $2.7M | Buy |
3,938
+723
| +22% | +$477K | ﹤0.01% | 1248 |
|
|
2014
Q4 | $2.03M | Buy |
3,215
+165
| +5% | +$105K | ﹤0.01% | 1405 |
|
|
2014
Q3 | $1.92M | Buy |
3,050
+49
| +2% | +$30.6K | ﹤0.01% | 1487 |
|
|
2014
Q2 | $1.83M | Buy |
3,001
+117
| +4% | +$69.7K | ﹤0.01% | 1498 |
|
|
2014
Q1 | $1.73M | Sell |
2,884
-129
| -4% | -$75.3K | ﹤0.01% | 1398 |
|
|
2013
Q4 | $1.82M | Sell |
3,013
-46
| -2% | -$27.1K | ﹤0.01% | 1222 |
|
|
2013
Q3 | $1.74M | Sell |
3,059
-47
| -2% | -$27.3K | ﹤0.01% | 1221 |
|
|
2013
Q2 | $1.79M | Buy |
+3,106
| New | +$1.81M | ﹤0.01% | 1149 |
|
Other funds holding WTM
RRAM
CB
WCM
FMI
Bank of Montreal's WTM Position: Q2 2026 in Review
Bank of Montreal increased its White Mountains Insurance (WTM) stake by 11% in Q2 2026, buying an estimated $103K and bringing the position to 481 shares worth $997K. The position accounts for ﹤0.01% of the portfolio, ranked #2087.
Bank of Montreal first reported a position in WTM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.28M in Q4 2016. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.
- Bank of Montreal held 481 shares of White Mountains Insurance worth $997K as of Q2 2026.
- Bank of Montreal bought 48 White Mountains Insurance shares in Q2 2026, an estimated $103K.
- White Mountains Insurance made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2087 holding.
- Bank of Montreal first reported a position in White Mountains Insurance in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's White Mountains Insurance position peaked at $3.28M in Q4 2016.
- 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.