Zurich Insurance Group Ltd/FI
InsurancePosition in BMO — Bank Of Montreal /Can/
CIK 1127799
Zurich, V8
Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,951,739
-$7,226,165 QoQ
Shares Held
367,582
-31.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#76
of 656 holders
Holding Since
Mar 2020
5 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 Jun 30, 2026Zurich Insurance Group Ltd/FI holds $795,043,619 across 9 Banks - Diversified names. BMO ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
538,373 | $176,225,634 | |
| 2 | C |
Citigroup Inc
|
1,059,317 | $148,262,007 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,271,927 | $129,454,400 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
478,616 | $69,212,659 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
367,582 | $64,951,739 | |
| 6 | RY |
Royal Bank Of Canada
|
290,572 | $60,139,686 | |
| 7 | UBS |
UBS Group AG
|
1,083,128 | $53,679,823 | |
| 8 | TD |
Toronto Dominion Bank
|
390,811 | $47,456,179 |
All Filings in BMO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,951,739 | 367,582 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||