Covestor
HG icon

Covestor’s Hamilton Insurance Group HG Stock Holding History

Covestor’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
Q3 		$3K Buy
87
+7
+9% +$244 ﹤0.01% 1935
2026
Q2 		$3K Buy
80
+24
+43% +$753 ﹤0.01% 1938
2026
Q1 		$2K Sell
56
-25
-31% -$720 ﹤0.01% 1947
2025
Q4 		$2K Sell
81
-46
-36% -$1.19K ﹤0.01% 1922
2025
Q3 		$3K Sell
127
-43
-25% -$981 ﹤0.01% 1885
2025
Q2 		$4K Buy
170
+87
+105% +$1.75K ﹤0.01% 1770
2025
Q1 		$2K Sell
83
-199
-71% -$3.88K ﹤0.01% 1847
2024
Q4 		$5K Buy
282
+117
+71% +$2.16K ﹤0.01% 1721
2024
Q3 		$3K Buy
165
+73
+79% +$1.3K ﹤0.01% 1769
2024
Q2 		$2K Buy
+92
New +$1.41K ﹤0.01% 1853

Other funds holding HG

Magnitude Capital
Magnitude Capital New York $499M AUM 33.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Covestor's HG Position: Q3 2026 in Review

Covestor increased its Hamilton Insurance Group (HG) stake by 8.8% in Q3 2026, buying an estimated $244 and bringing the position to 87 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Covestor first reported a position in HG in Q2 2024 and has held it in 10 quarters since. The position peaked at $5K in Q4 2024. 185 funds tracked by Wall St. Rank hold HG as of Q3 2026.

  • Covestor held 87 shares of Hamilton Insurance Group worth $3K as of Q3 2026.
  • Covestor bought 7 Hamilton Insurance Group shares in Q3 2026, an estimated $244.
  • Hamilton Insurance Group made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1935 holding.
  • Covestor first reported a position in Hamilton Insurance Group in Q2 2024 and has held it in 10 quarters since.
  • Covestor's Hamilton Insurance Group position peaked at $5K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.