SBH
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Segall Bryant & Hamill’s Hamilton Insurance Group HG Stock Holding History

Segall Bryant & Hamill’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 		$4.35M Sell
145,924
-11,140
-7% -$321K 0.06% 317
2025
Q4 		$4.38M Sell
157,064
-1,865
-1% -$48.4K 0.06% 330
2025
Q3 		$3.94M Sell
158,929
-36,689
-19% -$837K 0.05% 338
2025
Q2 		$4.23M Sell
195,618
-18,401
-9% -$371K 0.06% 337
2025
Q1 		$4.44M Sell
214,019
-4,980
-2% -$97.2K 0.07% 326
2024
Q4 		$4.17M Sell
218,999
-53,437
-20% -$989K 0.06% 362
2024
Q3 		$5.27M Sell
272,436
-42,600
-14% -$761K 0.07% 319
2024
Q2 		$5.25M Buy
+315,036
New +$4.81M 0.09% 283

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 $5.7T 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 $60.7B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return