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Integrated Wealth Concepts’s Hamilton Insurance Group HG Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-120,480
Closed -$3.59M – 2467
2026
Q1 		$3.59M Sell
120,480
-11,660
-9% -$336K 0.03% 535
2025
Q4 		$3.69M Sell
132,140
-27,624
-17% -$717K 0.04% 368
2025
Q3 		$3.96M Buy
+159,764
New +$3.65M 0.04% 443

Other funds holding HG

MC
Magnitude Capital New York $512M AUM 56.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Integrated Wealth Concepts's HG Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Hamilton Insurance Group (HG) in Q2 2026, closing a stake of 120,480 shares — an estimated $3.59M sold.

Integrated Wealth Concepts first reported a position in HG in Q3 2025 and held it in 3 quarters. The position peaked at $3.96M in Q3 2025. 243 funds tracked by Wall St. Rank hold HG as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Hamilton Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 120,480 Hamilton Insurance Group shares in Q2 2026, an estimated $3.59M.
  • Integrated Wealth Concepts first reported a position in Hamilton Insurance Group in Q3 2025 and held it in 3 quarters.
  • Integrated Wealth Concepts's Hamilton Insurance Group position peaked at $3.96M in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.