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
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 $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

Joel Isaacson & Co's HG Position: Q1 2026 in Review

Joel Isaacson & Co increased its Hamilton Insurance Group (HG) stake by 0.12% in Q1 2026, buying an estimated $490 and bringing the position to 13,763 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #312.

Joel Isaacson & Co first reported a position in HG in Q2 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Joel Isaacson & Co held 13,763 shares of Hamilton Insurance Group worth $411K as of Q1 2026.
  • Joel Isaacson & Co bought 17 Hamilton Insurance Group shares in Q1 2026, an estimated $490.
  • Hamilton Insurance Group made up 0.01% of Joel Isaacson & Co's portfolio in Q1 2026, its #312 holding.
  • Joel Isaacson & Co first reported a position in Hamilton Insurance Group in Q2 2025 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.