Creative Planning’s Hamilton Insurance Group HG Stock Holding History

Creative Planning’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	$392K	Sell	13,125 -670	-5%	-$19.3K	﹤0.01%	3216
2025 Q4	$385K	Sell	13,795 -76	-0.5%	-$1.97K	﹤0.01%	3056
2025 Q3	$344K	Buy	13,871 +3,031	+28%	+$69.2K	﹤0.01%	3039
2025 Q2	$234K	Buy	+10,840	New	+$218K	﹤0.01%	3104

Other funds holding HG

Magnitude Capital New York $450M AUM 43.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Creative Planning's HG Position: Q1 2026 in Review

Creative Planning reduced its Hamilton Insurance Group (HG) stake by 4.9% in Q1 2026, selling an estimated $19.3K and leaving 13,125 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3216.

Creative Planning first reported a position in HG in Q2 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

Creative Planning held 13,125 shares of Hamilton Insurance Group worth $392K as of Q1 2026.
Creative Planning sold 670 Hamilton Insurance Group shares in Q1 2026, an estimated $19.3K.
Hamilton Insurance Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3216 holding.
Creative Planning first reported a position in Hamilton Insurance Group in Q2 2025 and has held it in 4 quarters since.
221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.