PWPS
HG icon

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
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 $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

Pinnacle Wealth Planning Services's HG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Hamilton Insurance Group (HG) stake by 0.48% in Q1 2026, buying an estimated $288 and bringing the position to 2,096 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #1070.

Pinnacle Wealth Planning Services first reported a position in HG in Q4 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,096 shares of Hamilton Insurance Group worth $62.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 10 Hamilton Insurance Group shares in Q1 2026, an estimated $288.
  • Hamilton Insurance Group made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1070 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hamilton Insurance Group in Q4 2025 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.