KAS
HG icon

Kestra Advisory Services’s Hamilton Insurance Group HG Stock Holding History

Kestra Advisory Services’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 		– Sell
-880
Closed -$24.6K – 3665
2025
Q4 		$24.6K Buy
+880
New +$22.8K ﹤0.01% 4398

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kestra Advisory Services's HG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Hamilton Insurance Group (HG) in Q1 2026, closing a stake of 880 shares — an estimated $24.6K sold.

Kestra Advisory Services first reported a position in HG in Q4 2025 and held it in 1 quarter. The position peaked at $24.6K in Q4 2025. 222 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Kestra Advisory Services reported no remaining Hamilton Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 880 Hamilton Insurance Group shares in Q1 2026, an estimated $24.6K.
  • Kestra Advisory Services first reported a position in Hamilton Insurance Group in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Hamilton Insurance Group position peaked at $24.6K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.