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Institutional Ownership · SEC Form 13F

Who owns Hamilton Insurance Group (HG)


Which tracked institutional funds hold HG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HG company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

231
Institutional holders
54M
Shares held (tracked funds)
54.2%
Of shares outstanding

How the tape is positioned

71 tracked funds added or opened HG while 45 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

HG’s largest tracked holder by dollar value, Magnitude Capital, LLC, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in HG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 231 tracked filers holding HG, 139 increased or opened the position and 110 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in HG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • HENNESSY ADVISORS INC$10M
  • Seven Bridges Advisors LLC$4M
  • Inspire Investing, LLC$2M
  • Linden Thomas Advisory Services, LLC$2M
  • Point Nemo Capital, LLC$2M
  • Jupiter Topco LLC$635K

Full exits 18

  • HRT FINANCIAL LP$7M
  • SG Americas Securities, LLC$6M
  • South Dakota Investment Council$5M
  • Y-Intercept (Hong Kong) Ltd$3M
  • ACADIAN ASSET MANAGEMENT LLC$3M
  • TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$3M

Largest adds

  • WELLINGTON MANAGEMENT GROUP LLP$73M
  • Magnitude Capital, LLC$62M
  • BlackRock, Inc.$21M
  • GOLDMAN SACHS GROUP INC$20M
  • DIMENSIONAL FUND ADVISORS LP$20M
  • MACKENZIE FINANCIAL CORP$19M

Largest trims

  • DONALD SMITH & CO., INC.$19M
  • Qube Research & Technologies Ltd$11M
  • MILLENNIUM MANAGEMENT LLC$10M
  • TUDOR INVESTMENT CORP ET AL$7M
  • LAZARD ASSET MANAGEMENT LLC$6M
  • SEI INVESTMENTS CO$6M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Magnitude Capital, LLC15,096,940$512M28.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added5,777,654$196M11.0%2026-Q2
BlackRock, Inc. added3,119,819$106M5.9%2026-Q2
Nuveen, LLC added2,370,433$80M4.5%2026-Q2
MORGAN STANLEY added2,074,583$70M3.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,770,536$60M3.4%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,498,775$51M2.8%2026-Q2
GOLDMAN SACHS GROUP INC added1,395,719$47M2.6%2026-Q2
FEDERATED HERMES, INC. added1,063,985$36M2.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added965,236$33M1.8%2026-Q2
DONALD SMITH & CO., INC. trimmed880,490$30M1.7%2026-Q2
STATE STREET CORP added869,955$30M1.6%2026-Q2
PRIVATE MANAGEMENT GROUP INC trimmed794,005$27M1.5%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed736,115$25M1.4%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added699,646$24M1.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed670,763$23M1.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added638,208$22M1.2%2026-Q2
AMERIPRISE FINANCIAL INC added634,293$22M1.2%2026-Q2
Boston Partners added623,458$21M1.2%2026-Q2
MACKENZIE FINANCIAL CORP added593,469$20M1.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added593,093$20M1.1%2026-Q2
Freestone Grove Partners LP added548,659$19M1.0%2026-Q2
FIRST TRUST ADVISORS LP added499,450$17M0.9%2026-Q2
Empowered Funds, LLC added473,321$16M0.9%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed417,603$14M0.8%2026-Q2
FIL Ltd added402,327$14M0.8%2026-Q2
Woodline Partners LP trimmed340,158$12M0.6%2026-Q2
NORTHERN TRUST CORP added335,670$11M0.6%2026-Q2
JPMORGAN CHASE & CO added300,759$10M0.6%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed293,554$10M0.6%2026-Q2
FRANKLIN RESOURCES INC trimmed284,880$10M0.5%2026-Q2
HENNESSY ADVISORS INC new280,800$10M0.5%2026-Q2
Polar Capital Holdings Plc added251,210$9M0.5%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed242,693$8M0.5%2026-Q2
DENALI ADVISORS LLC trimmed239,500$8M0.5%2026-Q2
Philadelphia Financial Management of San Francisco, LLC added234,448$8M0.4%2026-Q2
Bank of New York Mellon Corp added233,203$8M0.4%2026-Q2
Russell Investments Group, Ltd. added181,915$6M0.3%2026-Q2
SEI INVESTMENTS CO trimmed164,477$6M0.3%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed148,916$5M0.3%2026-Q2
ALGERT GLOBAL LLC trimmed147,743$5M0.3%2026-Q2
EFG International AG added141,124$5M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed131,256$4M0.2%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed130,816$4M0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added126,364$4M0.2%2026-Q2
Seven Bridges Advisors LLC new118,161$4M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added112,400$4M0.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added111,867$4M0.2%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed111,101$4M0.2%2026-Q2
D. E. Shaw & Co., Inc. added108,699$4M0.2%2026-Q2
SEIZERT CAPITAL PARTNERS, LLC trimmed101,189$3M0.2%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added96,840$3M0.2%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed95,647$3M0.2%2026-Q2
Swiss National Bank added93,800$3M0.2%2026-Q2
Knights of Columbus Asset Advisors LLC added91,081$3M0.2%2026-Q2
Qube Research & Technologies Ltd trimmed84,251$3M0.2%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added83,241$3M0.2%2026-Q2
STIFEL FINANCIAL CORP trimmed82,458$3M0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed77,884$3M0.1%2026-Q2
Mariner, LLC added74,442$3M0.1%2026-Q2
Trexquant Investment LP added73,338$2M0.1%2026-Q2
Inspire Investing, LLC added71,064$2M0.1%2026-Q2
IEQ CAPITAL, LLC trimmed70,618$2M0.1%2026-Q2
Invesco Ltd. added70,568$2M0.1%2026-Q2
Man Group plc trimmed67,406$2M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed64,242$2M0.1%2026-Q2
HUSSMAN STRATEGIC ADVISORS, INC.63,000$2M0.1%2026-Q2
RHUMBLINE ADVISERS added61,298$2M0.1%2026-Q2
GREAT LAKES ADVISORS, LLC trimmed58,628$2M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed58,352$2M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added56,250$2M0.1%2026-Q2
Linden Thomas Advisory Services, LLC new55,143$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added54,872$2M0.1%2026-Q2
Point72 Asset Management, L.P. trimmed54,754$2M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added52,330$2M0.1%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed49,792$2M0.1%2026-Q2
COOKSON PEIRCE & CO INC added47,878$2M0.1%2026-Q2
DEUTSCHE BANK AG\ added47,845$2M0.1%2026-Q2
Squarepoint Ops LLC added47,685$2M0.1%2026-Q2
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added46,579$2M0.1%2026-Q2
UBS Group AG trimmed46,116$2M0.1%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed45,943$2M0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed45,697$2M0.1%2026-Q2
Point Nemo Capital, LLC new44,666$2M0.1%2026-Q2
Erste Asset Management GmbH41,900$1M0.1%2026-Q2
Numerai GP LLC trimmed41,282$1M0.1%2026-Q2
LPL Financial LLC added41,231$1M0.1%2026-Q2
Kendall Capital Management added40,469$1M0.1%2026-Q2
Legal & General Group Plc added39,331$1M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added38,242$1M0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed34,744$1M0.1%2026-Q2
CITIGROUP INC added33,401$1M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added33,312$1M0.1%2026-Q2
Creative Planning added30,784$1M0.1%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS added30,158$1M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed28,346$962K0.1%2026-Q2
MetLife Investment Management, LLC added28,217$958K0.1%2026-Q2
STRS OHIO added28,000$950K0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added27,917$948K0.1%2026-Q2
KLP KAPITALFORVALTNING AS26,000$882K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership