AF
HG icon

Allworth Financial’s Hamilton Insurance Group HG Stock Holding History

Allworth Financial’s Portfolio HG Stock Details HG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.8K Buy
965
+280
+41% +$8.06K ﹤0.01% 2734
2025
Q4 		$19.1K Buy
685
+151
+28% +$3.92K ﹤0.01% 2860
2025
Q3 		$13.2K Buy
534
+328
+159% +$7.49K ﹤0.01% 2961
2025
Q2 		$4.45K Buy
206
+93
+82% +$1.87K ﹤0.01% 3324
2025
Q1 		$2.05K Buy
+113
New +$2.21K ﹤0.01% 3203

Other funds holding HG

MC
Magnitude Capital New York $450M AUM 43.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Allworth Financial's HG Position: Q1 2026 in Review

Allworth Financial increased its Hamilton Insurance Group (HG) stake by 41% in Q1 2026, buying an estimated $8.06K and bringing the position to 965 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Allworth Financial first reported a position in HG in Q1 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Allworth Financial held 965 shares of Hamilton Insurance Group worth $28.8K as of Q1 2026.
  • Allworth Financial bought 280 Hamilton Insurance Group shares in Q1 2026, an estimated $8.06K.
  • Hamilton Insurance Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2734 holding.
  • Allworth Financial first reported a position in Hamilton Insurance Group in Q1 2025 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.