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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Magnitude Capital, LLC | 15,096,940 | $512M | 28.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 5,777,654 | $196M | 11.0% | 2026-Q2 |
| BlackRock, Inc. added | 3,119,819 | $106M | 5.9% | 2026-Q2 |
| Nuveen, LLC added | 2,370,433 | $80M | 4.5% | 2026-Q2 |
| MORGAN STANLEY added | 2,074,583 | $70M | 3.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,770,536 | $60M | 3.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,498,775 | $51M | 2.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,395,719 | $47M | 2.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,063,985 | $36M | 2.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 965,236 | $33M | 1.8% | 2026-Q2 |
| DONALD SMITH & CO., INC. trimmed | 880,490 | $30M | 1.7% | 2026-Q2 |
| STATE STREET CORP added | 869,955 | $30M | 1.6% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC trimmed | 794,005 | $27M | 1.5% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 736,115 | $25M | 1.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 699,646 | $24M | 1.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 670,763 | $23M | 1.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 638,208 | $22M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 634,293 | $22M | 1.2% | 2026-Q2 |
| Boston Partners added | 623,458 | $21M | 1.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 593,469 | $20M | 1.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 593,093 | $20M | 1.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 548,659 | $19M | 1.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 499,450 | $17M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC added | 473,321 | $16M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 417,603 | $14M | 0.8% | 2026-Q2 |
| FIL Ltd added | 402,327 | $14M | 0.8% | 2026-Q2 |
| Woodline Partners LP trimmed | 340,158 | $12M | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 335,670 | $11M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 300,759 | $10M | 0.6% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 293,554 | $10M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 284,880 | $10M | 0.5% | 2026-Q2 |
| HENNESSY ADVISORS INC new | 280,800 | $10M | 0.5% | 2026-Q2 |
| Polar Capital Holdings Plc added | 251,210 | $9M | 0.5% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 242,693 | $8M | 0.5% | 2026-Q2 |
| DENALI ADVISORS LLC trimmed | 239,500 | $8M | 0.5% | 2026-Q2 |
| Philadelphia Financial Management of San Francisco, LLC added | 234,448 | $8M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 233,203 | $8M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 181,915 | $6M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 164,477 | $6M | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 148,916 | $5M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 147,743 | $5M | 0.3% | 2026-Q2 |
| EFG International AG added | 141,124 | $5M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 131,256 | $4M | 0.2% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 130,816 | $4M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 126,364 | $4M | 0.2% | 2026-Q2 |
| Seven Bridges Advisors LLC new | 118,161 | $4M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 112,400 | $4M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 111,867 | $4M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 111,101 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 108,699 | $4M | 0.2% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC trimmed | 101,189 | $3M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 96,840 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 95,647 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 93,800 | $3M | 0.2% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 91,081 | $3M | 0.2% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 84,251 | $3M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 83,241 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 82,458 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 77,884 | $3M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 74,442 | $3M | 0.1% | 2026-Q2 |
| Trexquant Investment LP added | 73,338 | $2M | 0.1% | 2026-Q2 |
| Inspire Investing, LLC added | 71,064 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 70,618 | $2M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 70,568 | $2M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 67,406 | $2M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 64,242 | $2M | 0.1% | 2026-Q2 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 63,000 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 61,298 | $2M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 58,628 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 58,352 | $2M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 56,250 | $2M | 0.1% | 2026-Q2 |
| Linden Thomas Advisory Services, LLC new | 55,143 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 54,872 | $2M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 54,754 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 52,330 | $2M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 49,792 | $2M | 0.1% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 47,878 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 47,845 | $2M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 47,685 | $2M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 46,579 | $2M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 46,116 | $2M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 45,943 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 45,697 | $2M | 0.1% | 2026-Q2 |
| Point Nemo Capital, LLC new | 44,666 | $2M | 0.1% | 2026-Q2 |
| Erste Asset Management GmbH | 41,900 | $1M | 0.1% | 2026-Q2 |
| Numerai GP LLC trimmed | 41,282 | $1M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 41,231 | $1M | 0.1% | 2026-Q2 |
| Kendall Capital Management added | 40,469 | $1M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 39,331 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 38,242 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,744 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 33,401 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 33,312 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 30,784 | $1M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 30,158 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 28,346 | $962K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 28,217 | $958K | 0.1% | 2026-Q2 |
| STRS OHIO added | 28,000 | $950K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 27,917 | $948K | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 26,000 | $882K | 0.0% | 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.
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.