Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hamilton Insurance Group HG Stock Holding History

Carson Wealth (CWM 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
Q1 		$745K Buy
24,982
+2,388
+11% +$68.8K ﹤0.01% 1732
2025
Q4 		$630K Buy
22,594
+919
+4% +$23.9K ﹤0.01% 1778
2025
Q3 		$538K Buy
21,675
+17,130
+377% +$391K ﹤0.01% 1754
2025
Q2 		$98K Buy
4,545
+2,847
+168% +$57.3K ﹤0.01% 2751
2025
Q1 		$35K Buy
1,698
+1,075
+173% +$21K ﹤0.01% 3259
2024
Q4 		$12K Buy
623
+110
+21% +$2.04K ﹤0.01% 3758
2024
Q3 		$10K Buy
513
+282
+122% +$5.04K ﹤0.01% 3783
2024
Q2 		$4K Buy
+231
New +$3.53K ﹤0.01% 3961

Other funds holding HG

MC
Magnitude Capital New York $512M AUM 56.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hamilton Insurance Group (HG) stake by 11% in Q1 2026, buying an estimated $68.8K and bringing the position to 24,982 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Carson Wealth (CWM LLC) first reported a position in HG in Q2 2024 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 24,982 shares of Hamilton Insurance Group worth $745K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,388 Hamilton Insurance Group shares in Q1 2026, an estimated $68.8K.
  • Hamilton Insurance Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1732 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hamilton Insurance Group in Q2 2024 and has held it in 8 quarters since.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.