Morgan Stanley’s Hamilton Insurance Group HG Stock Holding History

Morgan Stanley’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	$70.4M	Buy	2,074,583 +18,550	+0.9%	+$582K	﹤0.01%	1887
2026 Q1	$61.3M	Sell	2,056,033 -716,119	-26%	-$20.6M	﹤0.01%	1895
2025 Q4	$77.3M	Sell	2,772,152 -251,249	-8%	-$6.52M	﹤0.01%	1682
2025 Q3	$75M	Buy	3,023,401 +68,259	+2%	+$1.56M	﹤0.01%	1664
2025 Q2	$63.9M	Sell	2,955,142 -138,497	-4%	-$2.79M	﹤0.01%	1693
2025 Q1	$64.1M	Buy	3,093,639 +1,988,437	+180%	+$38.8M	﹤0.01%	1591
2024 Q4	$21M	Sell	1,105,202 -1,241,090	-53%	-$23M	﹤0.01%	2698
2024 Q3	$45.4M	Buy	2,346,292 +2,010,935	+600%	+$35.9M	﹤0.01%	1917
2024 Q2	$5.58M	Buy	335,357 +68,288	+26%	+$1.04M	﹤0.01%	3787
2024 Q1	$3.72M	Buy	267,069 +110,664	+71%	+$1.61M	﹤0.01%	4154
2023 Q4	$2.34M	Buy	+156,405	New	+$2.36M	﹤0.01%	4421

Other funds holding HG

Magnitude Capital New York $512M AUM 56.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley's HG Position: Q2 2026 in Review

Morgan Stanley increased its Hamilton Insurance Group (HG) stake by 0.9% in Q2 2026, buying an estimated $582K and bringing the position to 2,074,583 shares worth $70.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Morgan Stanley first reported a position in HG in Q4 2023 and has held it in 11 quarters since. The position peaked at $77.3M in Q4 2025. 242 funds tracked by Wall St. Rank hold HG as of Q2 2026.

Morgan Stanley held 2,074,583 shares of Hamilton Insurance Group worth $70.4M as of Q2 2026.
Morgan Stanley bought 18,550 Hamilton Insurance Group shares in Q2 2026, an estimated $582K.
Hamilton Insurance Group made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #1887 holding.
Morgan Stanley first reported a position in Hamilton Insurance Group in Q4 2023 and has held it in 11 quarters since.
Morgan Stanley's Hamilton Insurance Group position peaked at $77.3M in Q4 2025.
242 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.