Zurich Insurance Group Ltd/FI
InsurancePosition in BMO — Bank Of Montreal /Can/
CIK 1127799
Zurich, V8
Position in BMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$72,177,904
+$71,184,934 QoQ
Shares Held
533,308
+3037.1% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Zurich Insurance Group Ltd/FI holds $566,160,064 across 10 Banks - Diversified names. BMO ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
497,751 | $146,418,434 | |
| 2 | C |
Citigroup Inc
|
854,350 | $96,891,833 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
533,308 | $72,177,904 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,226,150 | $59,774,812 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
408,582 | $48,470,082 | |
| 6 | RY |
Royal Bank Of Canada
|
295,746 | $47,845,787 | |
| 7 | TD |
Toronto Dominion Bank
|
320,362 | $29,892,978 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
317,646 | $25,287,798 |
All Filings in BMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,177,904 | 533,308 | Shares | Defined | 2026-05-15 | |
| 2020-09-30 | $992,970 | 17,000 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $901,850 | 17,000 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $854,420 | 17,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||