WA
HG icon

Whipplewood Advisors’s Hamilton Insurance Group HG Stock Holding History

Whipplewood Advisors’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 		$2.48K Buy
+83
New +$2.39K ﹤0.01% 737
2025
Q3 		– Sell
-83
Closed -$1.79K – 683
2025
Q2 		$1.79K Buy
83
+39
+89% +$785 ﹤0.01% 906
2025
Q1 		$1.72K Sell
44
-39
-47% -$761 ﹤0.01% 920
2024
Q4 		$1.58K Buy
+83
New +$1.54K ﹤0.01% 926

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 $5.72T 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 $60.8B AUM 22.47% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Whipplewood Advisors's HG Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Hamilton Insurance Group (HG) in Q1 2026: 83 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #737 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in HG as recently as Q2 2025.

Whipplewood Advisors first reported a position in HG in Q4 2024 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Whipplewood Advisors held 83 shares of Hamilton Insurance Group worth $2.48K as of Q1 2026.
  • Hamilton Insurance Group was a new Whipplewood Advisors position in Q1 2026.
  • Hamilton Insurance Group made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #737 holding.
  • Whipplewood Advisors first reported a position in Hamilton Insurance Group in Q4 2024 and has held it in 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.