True Wealth Design’s Hamilton Insurance Group HG Stock Holding History

True Wealth Design’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	$4.14K	Buy	122 +11	+10%	+$345	﹤0.01%	1409
2026 Q1	$3.31K	Hold	111	–	–	﹤0.01%	1364
2025 Q4	$3.1K	Hold	111	–	–	﹤0.01%	1281
2025 Q3	$2.75K	Buy	111 +98	+754%	+$2.24K	﹤0.01%	1350
2025 Q2	$282	Hold	13	–	–	﹤0.01%	1967
2025 Q1	$270	Buy	+13	New	+$254	﹤0.01%	1825

Other funds holding HG

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

True Wealth Design's HG Position: Q2 2026 in Review

True Wealth Design increased its Hamilton Insurance Group (HG) stake by 9.9% in Q2 2026, buying an estimated $345 and bringing the position to 122 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

True Wealth Design first reported a position in HG in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold HG as of Q2 2026.

True Wealth Design held 122 shares of Hamilton Insurance Group worth $4.14K as of Q2 2026.
True Wealth Design bought 11 Hamilton Insurance Group shares in Q2 2026, an estimated $345.
Hamilton Insurance Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1409 holding.
True Wealth Design first reported a position in Hamilton Insurance Group in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.