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Pinnacle Wealth Planning Services’s Hamilton Insurance Group HG Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$73.1K Buy
2,154
+58
+3% +$1.82K 0.01% 1051
2026
Q1 		$62.5K Buy
2,096
+10
+0.5% +$288 0.01% 1070
2025
Q4 		$58.2K Buy
+2,086
New +$54.1K 0.01% 1105

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's HG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Hamilton Insurance Group (HG) stake by 2.8% in Q2 2026, buying an estimated $1.82K and bringing the position to 2,154 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #1051.

Pinnacle Wealth Planning Services first reported a position in HG in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold HG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,154 shares of Hamilton Insurance Group worth $73.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 58 Hamilton Insurance Group shares in Q2 2026, an estimated $1.82K.
  • Hamilton Insurance Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1051 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hamilton Insurance Group in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.