Wealth Enhancement Advisory Services
HG icon

Wealth Enhancement Advisory Services’s Hamilton Insurance Group HG Stock Holding History

Wealth Enhancement Advisory Services’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 		$605K Buy
17,490
+3,097
+22% +$97.1K ﹤0.01% 2505
2026
Q1 		$437K Buy
14,393
+1,687
+13% +$48.6K ﹤0.01% 2436
2025
Q4 		$340K Buy
12,706
+1,485
+13% +$38.5K ﹤0.01% 2813
2025
Q3 		$278K Buy
+11,221
New +$256K ﹤0.01% 2863

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's HG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Hamilton Insurance Group (HG) stake by 22% in Q2 2026, buying an estimated $97.1K and bringing the position to 17,490 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Wealth Enhancement Advisory Services first reported a position in HG in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold HG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,490 shares of Hamilton Insurance Group worth $605K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,097 Hamilton Insurance Group shares in Q2 2026, an estimated $97.1K.
  • Hamilton Insurance Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2505 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hamilton Insurance Group in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.