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Toth Financial Advisory’s Hamilton Insurance Group HG Stock Holding History

Toth Financial Advisory’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
-747
Closed -$20.8K – 973
2025
Q4 		$20.8K Buy
+747
New +$19.4K ﹤0.01% 478

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

Toth Financial Advisory's HG Position: Q1 2026 in Review

Toth Financial Advisory sold out of Hamilton Insurance Group (HG) in Q1 2026, closing a stake of 747 shares — an estimated $20.8K sold.

Toth Financial Advisory first reported a position in HG in Q4 2025 and held it in 1 quarter. The position peaked at $20.8K in Q4 2025. 222 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Toth Financial Advisory reported no remaining Hamilton Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 747 Hamilton Insurance Group shares in Q1 2026, an estimated $20.8K.
  • Toth Financial Advisory first reported a position in Hamilton Insurance Group in Q4 2025 and held it in 1 quarter.
  • Toth Financial Advisory's Hamilton Insurance Group position peaked at $20.8K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.