FIL Ltd FTS — FORTIS INC

Ownership history in FIL Ltd  ·  31 quarters on record

AI Ownership Summary

FIL Ltd reported FORTIS INC (FTS) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.02% in 2024 Q3. The latest visible filing shows FTS at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIL Ltd's position in FORTIS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FTS was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTS stock page FIL Ltd fund profile FIL Ltd full holdings
How FIL Ltd held FTS — position size vs. price
% of Fund (quarterly)    FTS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 19,898,613 +1,666,481 +9.1% 0.77% $1.03B 2026-02-14 (Est.) $56.37
2025 Q3 REDUCED 12.4% +2.2% ❌ 18,232,132 -2,584,807 -12.4% 0.73% $924.8M 2025-11-13 $51.90
2025 Q2 REDUCED 8.7% +5.9% ❌ 20,816,939 -1,972,713 -8.7% 0.85% $994.0M 2025-08-14 $49.87
2025 Q1 ADDED — — — 22,789,652 +1,452,073 +6.8% 0.99% $1.04B 2025-05-12 $45.52
2024 Q4 REDUCED 13.8% +10.7% ❌ 21,337,579 -3,407,789 -13.8% 0.83% $886.6M 2025-02-13 $42.74
2024 Q3 ADDED — — — 24,745,368 +2,765,734 +12.6% 1.02% $1.12B 2024-11-13 $42.01
2024 Q2 ADDED — — — 21,979,634 +4,465,239 +25.5% 0.84% $854.3M 2024-08-13 $41.09
2024 Q1 REDUCED 10.1% -1.2% ✅ 17,514,395 -1,963,011 -10.1% 0.69% $692.0M 2024-05-13 $38.20
2023 Q4 ADDED — — — 19,477,406 +4,924,031 +33.8% 0.84% $801.3M 2024-02-13 $35.59
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTS

As of 2026 Q1 — sorted by position size

QV Investors Inc. 3Y 7Y 3.84% CIDEL ASSET MANAGEMENT INC 3Y 7Y 2.98% CALEDONIA INVESTMENTS PLC 3Y 7Y 2.66% DAVIS-REA LTD. 3Y 7Y 2.32% Triasima Portfolio Management inc. 3Y 2.15% Gold Investment Management Ltd. 1.41% WASHINGTON CAPITAL MANAGEMENT, INC 3Y 7Y 0.88% DUFF & PHELPS INVESTMENT MANAGEMENT CO 3Y 7Y 0.79% DGS Capital Management, LLC 3Y 0.46% Value Partners Investments Inc. 3Y 0.42%

FAQ About FIL Ltd and FTS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIL Ltd reported owning FTS?

FIL Ltd reported FTS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FTS position in FIL Ltd's portfolio?

The largest reported portfolio weight for FTS was 1.02% in 2024 Q3.

What is the latest reported FTS position on this page?

The most recent filing on this page is 2025 Q4, when FIL Ltd reported 19,898,613 shares, equal to 0.77% of portfolio, with an estimated market value of $1.03B.

What does the chart on this FTS ownership page compare?

The chart compares FIL Ltd's quarterly FTS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIL Ltd time their FTS position?

Based on 13F filing dates vs. subsequent FTS price moves, FIL Ltd correctly timed 17 out of 30 reported position changes (57%). The annualised alpha on FTS relative to SPY over the holding period was -2.0%.

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