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Northwest Financial Advisors’s Hamilton Insurance Group HG Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-50
Closed -$967 – 284
2024
Q3 		$967 Buy
+50
New +$894 ﹤0.01% 518
2024
Q1 		– Sell
-50
Closed -$748 – 261
2023
Q4 		$748 Buy
+50
New +$755 ﹤0.01% 525

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwest Financial Advisors's HG Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Hamilton Insurance Group (HG) in Q4 2024, closing a stake of 50 shares — an estimated $967 sold.

Northwest Financial Advisors first reported a position in HG in Q4 2023 and held it in 2 quarters. The position peaked at $967 in Q3 2024. 149 funds tracked by Wall St. Rank hold HG as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Hamilton Insurance Group position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 50 Hamilton Insurance Group shares in Q4 2024, an estimated $967.
  • Northwest Financial Advisors first reported a position in Hamilton Insurance Group in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Hamilton Insurance Group position peaked at $967 in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.