EWA
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EverSource Wealth Advisors’s Hamilton Insurance Group HG Stock Holding History

EverSource Wealth Advisors’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 		$27.9K Buy
935
+30
+3% +$864 ﹤0.01% 2282
2025
Q4 		$25.3K Sell
905
-48
-5% -$1.25K ﹤0.01% 2231
2025
Q3 		$23.6K Sell
953
-162
-15% -$3.7K ﹤0.01% 2248
2025
Q2 		$24.1K Buy
1,115
+984
+751% +$19.8K ﹤0.01% 2156
2025
Q1 		$2.72K Buy
131
+70
+115% +$1.37K ﹤0.01% 2784
2024
Q4 		$1.16K Buy
+61
New +$1.13K ﹤0.01% 2916

Other funds holding HG

MC
Magnitude Capital New York $450M AUM 43.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

EverSource Wealth Advisors's HG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Hamilton Insurance Group (HG) stake by 3.3% in Q1 2026, buying an estimated $864 and bringing the position to 935 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2282.

EverSource Wealth Advisors first reported a position in HG in Q4 2024 and has held it in 6 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • EverSource Wealth Advisors held 935 shares of Hamilton Insurance Group worth $27.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 30 Hamilton Insurance Group shares in Q1 2026, an estimated $864.
  • Hamilton Insurance Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2282 holding.
  • EverSource Wealth Advisors first reported a position in Hamilton Insurance Group in Q4 2024 and has held it in 6 quarters since.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.