IFP Advisors
HG icon

IFP Advisors’s Hamilton Insurance Group HG Stock Holding History

IFP 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
Q3 		$16.1K Hold
486
– – ﹤0.01% 3076
2026
Q2 		$16.5K Buy
486
+78
+19% +$2.45K ﹤0.01% 3091
2026
Q1 		$12.2K Hold
408
– – ﹤0.01% 3059
2025
Q4 		$11.4K Buy
408
+114
+39% +$2.96K ﹤0.01% 2994
2025
Q3 		$7.29K Buy
294
+17
+6% +$388 ﹤0.01% 3059
2025
Q2 		$5.99K Buy
277
+276
+27,600% +$5.56K ﹤0.01% 3243
2025
Q1 		$21 Hold
1
– – ﹤0.01% 4161
2024
Q4 		$19 Buy
+1
New +$19 ﹤0.01% 4464

Other funds holding HG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Seven Bridges Advisors
Seven Bridges Advisors New York $221M AUM
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

IFP Advisors's HG Position: Q3 2026 in Review

IFP Advisors held its Hamilton Insurance Group (HG) position steady in Q3 2026 at 486 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

IFP Advisors first reported a position in HG in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.5K in Q2 2026. 92 funds tracked by Wall St. Rank hold HG as of Q3 2026.

  • IFP Advisors held 486 shares of Hamilton Insurance Group worth $16.1K as of Q3 2026.
  • IFP Advisors left its Hamilton Insurance Group share count unchanged in Q3 2026.
  • Hamilton Insurance Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3076 holding.
  • IFP Advisors first reported a position in Hamilton Insurance Group in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Hamilton Insurance Group position peaked at $16.5K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.