JIC
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Joel Isaacson & Co’s Hamilton Insurance Group HG Stock Holding History

Joel Isaacson & Co’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 		$418K Sell
12,313
-1,450
-11% -$45.5K 0.01% 332
2026
Q1 		$411K Buy
13,763
+17
+0.1% +$490 0.01% 312
2025
Q4 		$384K Hold
13,746
– – 0.01% 321
2025
Q3 		$341K Buy
13,746
+1,263
+10% +$28.8K 0.01% 323
2025
Q2 		$270K Buy
+12,483
New +$251K 0.01% 352

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

Joel Isaacson & Co's HG Position: Q2 2026 in Review

Joel Isaacson & Co reduced its Hamilton Insurance Group (HG) stake by 11% in Q2 2026, selling an estimated $45.5K and leaving 12,313 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #332.

Joel Isaacson & Co first reported a position in HG in Q2 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold HG as of Q2 2026.

  • Joel Isaacson & Co held 12,313 shares of Hamilton Insurance Group worth $418K as of Q2 2026.
  • Joel Isaacson & Co sold 1,450 Hamilton Insurance Group shares in Q2 2026, an estimated $45.5K.
  • Hamilton Insurance Group made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #332 holding.
  • Joel Isaacson & Co first reported a position in Hamilton Insurance Group in Q2 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.