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Spire Wealth Management’s Hamilton Insurance Group HG Stock Holding History

Spire Wealth Management’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 		– Sell
-520
Closed -$14.5K – 2329
2025
Q4 		$14.5K Sell
520
-1,725
-77% -$44.8K ﹤0.01% 1596
2025
Q3 		$55.7K Hold
2,245
– – ﹤0.01% 1197
2025
Q2 		$48.5K Sell
2,245
-140
-6% -$2.82K ﹤0.01% 1205
2025
Q1 		$49.4K Buy
2,385
+400
+20% +$7.81K ﹤0.01% 1286
2024
Q4 		$37.8K Buy
+1,985
New +$36.7K ﹤0.01% 1397

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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Spire Wealth Management's HG Position: Q1 2026 in Review

Spire Wealth Management sold out of Hamilton Insurance Group (HG) in Q1 2026, closing a stake of 520 shares — an estimated $14.5K sold.

Spire Wealth Management first reported a position in HG in Q4 2024 and held it in 5 quarters. The position peaked at $55.7K in Q3 2025. 222 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Spire Wealth Management reported no remaining Hamilton Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 520 Hamilton Insurance Group shares in Q1 2026, an estimated $14.5K.
  • Spire Wealth Management first reported a position in Hamilton Insurance Group in Q4 2024 and held it in 5 quarters.
  • Spire Wealth Management's Hamilton Insurance Group position peaked at $55.7K in Q3 2025.
  • 222 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.