Bailard’s Hamilton Insurance Group HG Stock Holding History

Bailard’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 Q3	$251K	Sell	7,582 -2,300	-23%	-$80.3K	0.01%	665
2026 Q2	$335K	Sell	9,882 -4,000	-29%	-$125K	0.01%	604
2026 Q1	$414K	Hold	13,882	–	–	0.01%	523
2025 Q4	$387K	Hold	13,882	–	–	0.01%	523
2025 Q3	$344K	Hold	13,882	–	–	0.01%	579
2025 Q2	$300K	Hold	13,882	–	–	0.01%	597
2025 Q1	$288K	Sell	13,882 -1,600	-10%	-$31.2K	0.01%	583
2024 Q4	$295K	Sell	15,482 -18,118	-54%	-$335K	0.01%	578
2024 Q3	$650K	Hold	33,600	–	–	0.02%	415
2024 Q2	$559K	Buy	33,600 +23,200	+223%	+$355K	0.02%	428
2024 Q1	$145K	Buy	+10,400	New	+$151K	﹤0.01%	713

Other funds holding HG

Seven Bridges Advisors New York $221M AUM

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bailard's HG Position: Q3 2026 in Review

Bailard reduced its Hamilton Insurance Group (HG) stake by 23% in Q3 2026, selling an estimated $80.3K and leaving 7,582 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #665.

Bailard first reported a position in HG in Q1 2024 and has held it in 11 quarters since. The position peaked at $650K in Q3 2024. 23 funds tracked by Wall St. Rank hold HG as of Q3 2026.

Bailard held 7,582 shares of Hamilton Insurance Group worth $251K as of Q3 2026.
Bailard sold 2,300 Hamilton Insurance Group shares in Q3 2026, an estimated $80.3K.
Hamilton Insurance Group made up 0.01% of Bailard's portfolio in Q3 2026, its #665 holding.
Bailard first reported a position in Hamilton Insurance Group in Q1 2024 and has held it in 11 quarters since.
Bailard's Hamilton Insurance Group position peaked at $650K in Q3 2024.
23 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.