LPL Financial
HG icon

LPL Financial’s Hamilton Insurance Group HG Stock Holding History

LPL Financial’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 		$967K Buy
32,414
+10,369
+47% +$299K ﹤0.01% 4210
2025
Q4 		$615K Sell
22,045
-12,208
-36% -$317K ﹤0.01% 4538
2025
Q3 		$849K Buy
34,253
+20,054
+141% +$458K ﹤0.01% 4150
2025
Q2 		$307K Sell
14,199
-1,776
-11% -$35.8K ﹤0.01% 4756
2025
Q1 		$331K Buy
+15,975
New +$312K ﹤0.01% 4505

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

LPL Financial's HG Position: Q1 2026 in Review

LPL Financial increased its Hamilton Insurance Group (HG) stake by 47% in Q1 2026, buying an estimated $299K and bringing the position to 32,414 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #4210.

LPL Financial first reported a position in HG in Q1 2025 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • LPL Financial held 32,414 shares of Hamilton Insurance Group worth $967K as of Q1 2026.
  • LPL Financial bought 10,369 Hamilton Insurance Group shares in Q1 2026, an estimated $299K.
  • Hamilton Insurance Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4210 holding.
  • LPL Financial first reported a position in Hamilton Insurance Group in Q1 2025 and has held it in 5 quarters since.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.