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 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

Magnitude Capital New York $512M AUM 56.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bailard's HG Position: Q2 2026 in Review

Bailard reduced its Hamilton Insurance Group (HG) stake by 29% in Q2 2026, selling an estimated $125K and leaving 9,882 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #604.

Bailard first reported a position in HG in Q1 2024 and has held it in 10 quarters since. The position peaked at $650K in Q3 2024. 244 funds tracked by Wall St. Rank hold HG as of Q2 2026.

Bailard held 9,882 shares of Hamilton Insurance Group worth $335K as of Q2 2026.
Bailard sold 4,000 Hamilton Insurance Group shares in Q2 2026, an estimated $125K.
Hamilton Insurance Group made up 0.01% of Bailard's portfolio in Q2 2026, its #604 holding.
Bailard first reported a position in Hamilton Insurance Group in Q1 2024 and has held it in 10 quarters since.
Bailard's Hamilton Insurance Group position peaked at $650K in Q3 2024.
244 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.