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 Q2	–	Sell	-83	Closed	-$2.48K	–	829
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

Magnitude Capital New York $512M AUM 56.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Whipplewood Advisors's HG Position: Q2 2026 in Review

Whipplewood Advisors sold out of Hamilton Insurance Group (HG) in Q2 2026, closing a stake of 83 shares — an estimated $2.48K sold.

Whipplewood Advisors first reported a position in HG in Q4 2024 and held it in 4 quarters. The position peaked at $2.48K in Q1 2026. 243 funds tracked by Wall St. Rank hold HG as of Q2 2026.

Whipplewood Advisors reported no remaining Hamilton Insurance Group position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 83 Hamilton Insurance Group shares in Q2 2026, an estimated $2.48K.
Whipplewood Advisors first reported a position in Hamilton Insurance Group in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Hamilton Insurance Group position peaked at $2.48K in Q1 2026.
243 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.