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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
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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

IFP Advisors's HG Position: Q2 2026 in Review

IFP Advisors increased its Hamilton Insurance Group (HG) stake by 19% in Q2 2026, buying an estimated $2.45K and bringing the position to 486 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

IFP Advisors first reported a position in HG in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold HG as of Q2 2026.

  • IFP Advisors held 486 shares of Hamilton Insurance Group worth $16.5K as of Q2 2026.
  • IFP Advisors bought 78 Hamilton Insurance Group shares in Q2 2026, an estimated $2.45K.
  • Hamilton Insurance Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3091 holding.
  • IFP Advisors first reported a position in Hamilton Insurance Group in Q4 2024 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.