ZIM
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Zacks Investment Management’s Hamilton Insurance Group HG Stock Holding History

Zacks Investment Management’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 		– Sell
-13,562
Closed -$378K – 752
2025
Q4 		$378K Sell
13,562
-4,668
-26% -$121K ﹤0.01% 547
2025
Q3 		$452K Buy
+18,230
New +$416K ﹤0.01% 511
2024
Q4 		– Sell
-25,288
Closed -$489K – 714
2024
Q3 		$489K Buy
+25,288
New +$452K ﹤0.01% 499

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

Zacks Investment Management's HG Position: Q1 2026 in Review

Zacks Investment Management sold out of Hamilton Insurance Group (HG) in Q1 2026, closing a stake of 13,562 shares — an estimated $378K sold.

Zacks Investment Management first reported a position in HG in Q3 2024 and held it in 3 quarters. The position peaked at $489K in Q3 2024. 221 funds tracked by Wall St. Rank hold HG as of Q1 2026.

  • Zacks Investment Management reported no remaining Hamilton Insurance Group position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 13,562 Hamilton Insurance Group shares in Q1 2026, an estimated $378K.
  • Zacks Investment Management first reported a position in Hamilton Insurance Group in Q3 2024 and held it in 3 quarters.
  • Zacks Investment Management's Hamilton Insurance Group position peaked at $489K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.