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HG icon

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
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

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

Bailard's HG Position: Q1 2026 in Review

Bailard held its Hamilton Insurance Group (HG) position steady in Q1 2026 at 13,882 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #523.

Bailard first reported a position in HG in Q1 2024 and has held it in 9 quarters since. The position peaked at $650K in Q3 2024. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Bailard held 13,882 shares of Hamilton Insurance Group worth $414K as of Q1 2026.
  • Bailard left its Hamilton Insurance Group share count unchanged in Q1 2026.
  • Hamilton Insurance Group made up 0.01% of Bailard's portfolio in Q1 2026, its #523 holding.
  • Bailard first reported a position in Hamilton Insurance Group in Q1 2024 and has held it in 9 quarters since.
  • Bailard's Hamilton Insurance Group position peaked at $650K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.