Capstone Investment Advisors’s Hamilton Insurance Group HG Stock Holding History

Capstone Investment Advisors’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	$358K	Sell	10,538 -7,927	-43%	-$249K	﹤0.01%	1379
2026 Q1	$551K	Buy	+18,465	New	+$532K	﹤0.01%	1102
2024 Q2	–	Sell	-169,180	Closed	-$2.36M	–	2240
2024 Q1	$2.36M	Buy	169,180 +13,969	+9%	+$203K	0.01%	716
2023 Q4	$2.32M	Buy	+155,211	New	+$2.34M	0.01%	757

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

Capstone Investment Advisors's HG Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Hamilton Insurance Group (HG) stake by 43% in Q2 2026, selling an estimated $249K and leaving 10,538 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Capstone Investment Advisors first reported a position in HG in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.36M in Q1 2024. 243 funds tracked by Wall St. Rank hold HG as of Q2 2026.

Capstone Investment Advisors held 10,538 shares of Hamilton Insurance Group worth $358K as of Q2 2026.
Capstone Investment Advisors sold 7,927 Hamilton Insurance Group shares in Q2 2026, an estimated $249K.
Hamilton Insurance Group made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1379 holding.
Capstone Investment Advisors first reported a position in Hamilton Insurance Group in Q4 2023 and has held it in 4 quarters since.
Capstone Investment Advisors's Hamilton Insurance Group position peaked at $2.36M in Q1 2024.
243 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.