Charles Schwab’s Hamilton Insurance Group HG Stock Holding History

Charles Schwab’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	$3.8M	Buy	111,867 +14,959	+15%	+$469K	﹤0.01%	2580
2026 Q1	$2.89M	Sell	96,908 -14,929	-13%	-$430K	﹤0.01%	2612
2025 Q4	$3.12M	Sell	111,837 -27,947	-20%	-$725K	﹤0.01%	2623
2025 Q3	$3.47M	Sell	139,784 -25,846	-16%	-$590K	﹤0.01%	2585
2025 Q2	$3.58M	Buy	165,630 +65,438	+65%	+$1.32M	﹤0.01%	2469
2025 Q1	$2.08M	Sell	100,192 -27,944	-22%	-$545K	﹤0.01%	2606
2024 Q4	$2.44M	Buy	128,136 +17,342	+16%	+$321K	﹤0.01%	2613
2024 Q3	$2.14M	Buy	110,794 +70,732	+177%	+$1.26M	﹤0.01%	2691
2024 Q2	$667K	Buy	40,062 +2,225	+6%	+$34K	﹤0.01%	3076
2024 Q1	$527K	Buy	+37,837	New	+$549K	﹤0.01%	3008

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

Charles Schwab's HG Position: Q2 2026 in Review

Charles Schwab increased its Hamilton Insurance Group (HG) stake by 15% in Q2 2026, buying an estimated $469K and bringing the position to 111,867 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Charles Schwab first reported a position in HG in Q1 2024 and has held it in 10 quarters since. 241 funds tracked by Wall St. Rank hold HG as of Q2 2026.

Charles Schwab held 111,867 shares of Hamilton Insurance Group worth $3.8M as of Q2 2026.
Charles Schwab bought 14,959 Hamilton Insurance Group shares in Q2 2026, an estimated $469K.
Hamilton Insurance Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2580 holding.
Charles Schwab first reported a position in Hamilton Insurance Group in Q1 2024 and has held it in 10 quarters since.
241 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.