Wells Fargo
HG icon

Wells Fargo’s Hamilton Insurance Group HG Stock Holding History

Wells Fargo’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 		$1.04M Sell
34,926
-44,970
-56% -$1.3M ﹤0.01% 3715
2025
Q4 		$2.23M Buy
79,896
+38,118
+91% +$989K ﹤0.01% 3348
2025
Q3 		$1.04M Buy
41,778
+8,961
+27% +$204K ﹤0.01% 3791
2025
Q2 		$710K Buy
32,817
+140
+0.4% +$2.82K ﹤0.01% 3918
2025
Q1 		$677K Buy
32,677
+9,269
+40% +$181K ﹤0.01% 3881
2024
Q4 		$445K Buy
23,408
+5,234
+29% +$96.8K ﹤0.01% 4252
2024
Q3 		$351K Buy
18,174
+10,854
+148% +$194K ﹤0.01% 4217
2024
Q2 		$122K Buy
7,320
+1,778
+32% +$27.2K ﹤0.01% 4816
2024
Q1 		$77.2K Buy
+5,542
New +$80.4K ﹤0.01% 5047

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