Root Financial Partners
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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
Q3 		$5.88K Buy
+178
New +$6.21K ﹤0.01% 2161
2026
Q2 		– Sell
-21
Closed -$626 – 1608
2026
Q1 		$626 Buy
+21
New +$605 ﹤0.01% 2790

Other funds holding HG

Magnitude Capital
Magnitude Capital New York $499M AUM 33.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's HG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Hamilton Insurance Group (HG) in Q3 2026: 178 shares worth $5.88K. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HG as recently as Q1 2026.

Root Financial Partners first reported a position in HG in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold HG as of Q3 2026.

  • Root Financial Partners held 178 shares of Hamilton Insurance Group worth $5.88K as of Q3 2026.
  • Hamilton Insurance Group was a new Root Financial Partners position in Q3 2026.
  • Hamilton Insurance Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2161 holding.
  • Root Financial Partners first reported a position in Hamilton Insurance Group in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.