QV Investors Inc. FTS — FORTIS INC

Ownership history in QV Investors Inc.  ·  27 quarters on record

AI Ownership Summary

QV Investors Inc. reported FORTIS INC (FTS) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.97% in 2025 Q2. The latest visible filing shows FTS at 3.84% 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 QV Investors Inc.'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
2026 Q1

FTS was reported at 3.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.97% in 2025 Q2

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 2026 Q1

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 QV Investors Inc. fund profile QV Investors Inc. full holdings
How QV Investors Inc. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 853,037 -46,671 -5.2% 3.84% $47K 2026-04-23 $56.10
2025 Q4 REDUCED 7.2% +8.3% ❌ 899,708 -69,973 -7.2% 3.83% $46.8M 2026-01-20 $51.54
2025 Q3 REDUCED 8.9% +2.2% ❌ 969,681 -94,440 -8.9% 4.26% $49.2M 2025-10-30 $49.70
2025 Q2 ADDED — — — 1,064,121 +8,242 +0.8% 4.97% $50.7M 2025-07-31 $47.74
2025 Q1 REDUCED — — — 1,055,879 -18,764 -1.7% 4.86% $48.1M 2025-04-09 $42.90
2024 Q4 ADDED — — — 1,074,643 +60,380 +6.0% 4.60% $44.6M 2025-01-13 $38.91
2024 Q3 REDUCED — — — 1,014,263 -2,920 -0.3% 4.08% $46.1M 2024-10-15 $42.09
2024 Q2 REDUCED — — — 1,017,183 -9,756 -1.0% 3.71% $39.5M 2024-07-16 $37.34
2024 Q1 ADDED — — — 1,026,939 +10,620 +1.0% 3.52% $40.6M 2024-04-22 $36.19
2023 Q4 ADDED — — — 1,016,319 +155,821 +18.1% 3.79% $42.0M 2024-01-24 $36.17
17 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

Coleford Investment Management Ltd. 4.25% 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% SCOTIA CAPITAL INC. 3Y 7Y 2.15% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 1.92% Tacita Capital Inc 3Y 1.83% Hillsdale Investment Management Inc. 3Y 7Y 1.65% Ewing Morris & Co. Investment Partners Ltd. 3Y 1.64%

FAQ About QV Investors Inc. and FTS

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

How long has QV Investors Inc. reported owning FTS?

QV Investors Inc. reported FTS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTS position in QV Investors Inc.'s portfolio?

The largest reported portfolio weight for FTS was 4.97% in 2025 Q2.

What is the latest reported FTS position on this page?

The most recent filing on this page is 2026 Q1, when QV Investors Inc. reported 853,037 shares, equal to 3.84% of portfolio, with an estimated market value of $47K.

What does the chart on this FTS ownership page compare?

The chart compares QV Investors Inc.'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 QV Investors Inc. time their FTS position?

Based on 13F filing dates vs. subsequent FTS price moves, QV Investors Inc. correctly timed 13 out of 26 reported position changes (50%). The annualised alpha on FTS relative to SPY over the holding period was -5.8%.

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