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Root Financial Partners’s Hamilton Insurance Group HG Stock Holding History

Root Financial Partners’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 		– Sell
-21
Closed -$626 – 1608
2026
Q1 		$626 Buy
+21
New +$605 ﹤0.01% 2790

Other funds holding HG

HAI
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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's HG Position: Q2 2026 in Review

Root Financial Partners sold out of Hamilton Insurance Group (HG) in Q2 2026, closing a stake of 21 shares — an estimated $626 sold.

Root Financial Partners first reported a position in HG in Q1 2026 and held it in 1 quarter. The position peaked at $626 in Q1 2026. 39 funds tracked by Wall St. Rank hold HG as of Q2 2026.

  • Root Financial Partners reported no remaining Hamilton Insurance Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 Hamilton Insurance Group shares in Q2 2026, an estimated $626.
  • Root Financial Partners first reported a position in Hamilton Insurance Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Hamilton Insurance Group position peaked at $626 in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.