Hamilton Insurance Group (HG)

• Market cap: $2.4B
• 1 day: -0.54%
• 5 days: 0.62%
• 1 month: 3.47%
• 3 months: 12.9%
• 6 months: 18.96%
• Year to date: 29.27%
• 1 year: 35.73%
• 5 years: 61.07%
• 10 years: 61.07%
• Sector: Financials
• Industry: Reinsurance

About: Hamilton Insurance Group Ltd is a specialty insurance and reinsurance company. It operates globally, with underwriting operations in London, Dublin, Bermuda, and the United States. It operates three principal underwriting platforms (Hamilton Global Specialty, Hamilton Select and Hamilton Re) that are categorized into two reporting business segments: International and Bermuda.

Employees: 600

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $989M [Q1] → $1.07B (+$82.3M) [Q2]

1.59% more ownership

Funds ownership: 73.82% [Q1] → 75.41% (+1.59%) [Q2]

1% more funds holding

Funds holding: 165 [Q1] → 167 (+2) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

100% less call options, than puts

Call options by funds: $4K | Put options by funds: $1.95M

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $23
• Avg. target: $26
• High target: $29

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Morgan Stanley Bob Huang	$23	Equal-Weight Maintained	18 Aug 2025
Keefe, Bruyette & Woods Tommy McJoynt	$27	Outperform Maintained	12 Aug 2025
Wells Fargo Elyse Greenspan	$26	Overweight Maintained	8 Aug 2025
JMP Securities Matthew J. Carletti	$29	Market Outperform Maintained	7 Aug 2025
Barclays Alex Scott	$25	Overweight Maintained	7 Jul 2025