Envestnet Asset Management’s Hamilton Insurance Group HG Stock Holding History

Envestnet Asset Management’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	$466K	Sell	13,718 -9,992	-42%	-$313K	﹤0.01%	4136
2026 Q1	$707K	Buy	+23,710	New	+$683K	﹤0.01%	3686
2025 Q4	–	Sell	-22,289	Closed	-$553K	–	4542
2025 Q3	$553K	Buy	+22,289	New	+$509K	﹤0.01%	3698

Other funds holding HG

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCP

Seizert Capital Partners Birmingham, Michigan $2.42B AUM 22.12% 1-Year Est. Return

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's HG Position: Q2 2026 in Review

Envestnet Asset Management reduced its Hamilton Insurance Group (HG) stake by 42% in Q2 2026, selling an estimated $313K and leaving 13,718 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #4136.

Envestnet Asset Management first reported a position in HG in Q3 2025 and has held it in 3 quarters since. The position peaked at $707K in Q1 2026. 74 funds tracked by Wall St. Rank hold HG as of Q2 2026.

Envestnet Asset Management held 13,718 shares of Hamilton Insurance Group worth $466K as of Q2 2026.
Envestnet Asset Management sold 9,992 Hamilton Insurance Group shares in Q2 2026, an estimated $313K.
Hamilton Insurance Group made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4136 holding.
Envestnet Asset Management first reported a position in Hamilton Insurance Group in Q3 2025 and has held it in 3 quarters since.
Envestnet Asset Management's Hamilton Insurance Group position peaked at $707K in Q1 2026.
74 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.