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BFSG LLC’s Hamilton Insurance Group HG Stock Holding History

BFSG LLC’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 		$212K Hold
6,248
– – 0.02% 295
2026
Q1 		$186K Hold
6,248
– – 0.02% 285
2025
Q4 		$174K Hold
6,248
– – 0.02% 282
2025
Q3 		$155K Sell
6,248
-150
-2% -$3.42K 0.02% 302
2025
Q2 		$138K Buy
6,398
+295
+5% +$5.94K 0.02% 292
2025
Q1 		$127K Buy
6,103
+2,040
+50% +$39.8K 0.02% 292
2024
Q4 		$77.3K Buy
+4,063
New +$75.2K 0.01% 343

Other funds holding HG

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

BFSG LLC's HG Position: Q2 2026 in Review

BFSG LLC held its Hamilton Insurance Group (HG) position steady in Q2 2026 at 6,248 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #295.

BFSG LLC first reported a position in HG in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold HG as of Q2 2026.

  • BFSG LLC held 6,248 shares of Hamilton Insurance Group worth $212K as of Q2 2026.
  • BFSG LLC left its Hamilton Insurance Group share count unchanged in Q2 2026.
  • Hamilton Insurance Group made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #295 holding.
  • BFSG LLC first reported a position in Hamilton Insurance Group in Q4 2024 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.