Intact Investment Management Inc.
Annual return '25
+5.7%
SPY '25
+17.7%
Alpha
-12.1ptsvs SPY
Invested
$3.5B
Holdings
268
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RY
ROYAL BK CDA
Q1 2026: Exited (was 772.3k shares)
5.1%
02
$SU
SUNCOR ENERGY INC NEW
Q1 2026: Exited (was 1.70M shares)
3.8%
03
$TD
TORONTO DOMINION BK ONT
Q1 2026: Exited (was 2.31M shares)
3.3%
04
$BIP
BROOKFIELD INFRASTRUCTURE PA
Q1 2026: Exited (was 2.40M shares)
3.1%
05
$CVE
CENOVUS ENERGY INC
Q1 2026: Exited (was 3.37M shares)
2.8%
06
$CNR
CANADIAN NATL RY CO
Q1 2026: Exited (was 565.9k shares)
2.8%
07
$EMA
EMERA INC
Q1 2026: Exited (was 875.9k shares)
2.7%
08
$BCE
BCE INC
Q1 2026: Exited (was 3.85M shares)
2.6%
09
$MFC
MANULIFE FINL CORP
Q1 2026: Exited (was 2.35M shares)
2.4%
10
$PBA
PEMBINA PIPELINE CORP
Q1 2026: Exited (was 2.17M shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:15 UTC.