Zurich Insurance Group’s Bank of Montreal BMO Stock Holding History

Zurich Insurance Group’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.9M	Sell	367,582 -165,726	-31%	-$26M	0.45%	57
2026 Q1	$72M	Buy	+533,308	New	+$74.1M	0.57%	38
2020 Q4	–	Sell	-17,000	Closed	-$993K	–	203
2020 Q3	$993K	Hold	17,000	–	–	0.02%	139
2020 Q2	$903K	Hold	17,000	–	–	0.02%	149
2020 Q1	$852K	Hold	17,000	–	–	0.02%	149
2019 Q4	$1.32M	Hold	17,000	–	–	0.02%	172
2019 Q3	$1.25M	Hold	17,000	–	–	0.02%	430
2019 Q2	$1.29M	Sell	17,000 -42,058	-71%	-$3.22M	0.03%	346
2019 Q1	$4.42M	Buy	59,058 +25,830	+78%	+$1.91M	0.09%	230
2018 Q4	$2.17M	Sell	33,228 -3,409	-9%	-$253K	0.05%	242
2018 Q3	$3.02M	Buy	36,637 +19,637	+116%	+$1.58M	0.06%	279
2018 Q2	$1.31M	Hold	17,000	–	–	0.03%	359
2018 Q1	$1.28M	Buy	+17,000	New	+$1.34M	0.03%	415
2017 Q4	–	Sell	-14,300	Closed	-$1.08M	–	571
2017 Q3	$1.08M	Buy	+14,300	New	+$1.07M	0.03%	509

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Zurich Insurance Group's BMO Position: Q2 2026 in Review

Zurich Insurance Group reduced its Bank of Montreal (BMO) stake by 31% in Q2 2026, selling an estimated $26M and leaving 367,582 shares worth $64.9M. The position accounts for 0.45% of the portfolio, ranked #57.

Zurich Insurance Group first reported a position in BMO in Q3 2017 and has held it in 14 quarters since. The position peaked at $72M in Q1 2026. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Zurich Insurance Group held 367,582 shares of Bank of Montreal worth $64.9M as of Q2 2026.
Zurich Insurance Group sold 165,726 Bank of Montreal shares in Q2 2026, an estimated $26M.
Bank of Montreal made up 0.45% of Zurich Insurance Group's portfolio in Q2 2026, its #57 holding.
Zurich Insurance Group first reported a position in Bank of Montreal in Q3 2017 and has held it in 14 quarters since.
Zurich Insurance Group's Bank of Montreal position peaked at $72M in Q1 2026.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.