Filing Research | Hamilton Insurance Group Ltd Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	HENNESSY ADVISORS INC	Shares	280.8KSH	$9.5M
2	Linden Thomas Advisory Services, LLC	Shares	55.1KSH	$1.9M
3	COOKSON PEIRCE & CO INC	Shares	47.9KSH	$1.6M
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	46.6KSH	$1.6M
5	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	45.9KSH	$1.6M
6	Crewe Advisors LLC	Shares	20.2KSH	$686.9K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	17.5KSH	$605.2K
8	Yorktown Management & Research Co Inc	Shares	16.9KSH	$573.6K
9	Police & Firemen's Retirement System of New Jersey	Shares	13.8KSH	$468.7K
10	Baader Bank Aktiengesellschaft	Shares	10.0KSH	$339.4K
11	Merit Financial Group, LLC	Shares	6.9KSH	$233.6K
12	BFSG, LLC	Shares	6.2KSH	$212.1K
13	Versant Capital Management, Inc	Shares	1.9KSH	$63.0K
14	GAMMA Investing LLC	Shares	1.8KSH	$61.5K
15	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$34.0K
16	IFP Advisors, Inc	Shares	486SH	$16.5K
17	SIGNATUREFD, LLC	Shares	265SH	$9.0K
18	True Wealth Design, LLC	Shares	122SH	$4.1K
19	Farther Finance Advisors, LLC	Shares	117SH	$4.0K
20	Physician Wealth Advisors, Inc.	Shares	36SH	$1.2K
21	WEBSTER BANK, N. A.	Shares	33SH	$1.1K
22	Creative Capital Management Investments LLC	Shares	9SH	$305
23	CoreCap Advisors, LLC	Shares	8SH	$272
24	Fortitude Family Office, LLC	Shares	8SH	$272
25	JFS WEALTH ADVISORS, LLC	Shares	8SH	$272
26	Handelsbanken Fonder AB	Shares	7.2KSH	$244
27	SJS Investment Consulting Inc.	Shares	7SH	$238
28	Hughes Financial Services, LLC	Shares	6SH	$204
29	State of Alaska, Department of Revenue	Shares	3.0KSH	$102
30	LRI Investments, LLC	Shares	1SH	$34

Manager changes2026-06-30 vs 2026-03-31

32 / 32 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+280.8K	+$9.5M	$9.5M
2	Linden Thomas Advisory Services, LLC new	Shares	+55.1K	+$1.9M	$1.9M
3	COOKSON PEIRCE & CO INC added	Shares	+13.4K	+$596.8K	$1.6M
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+6.3K	+$378.6K	$1.6M
5	Baader Bank Aktiengesellschaft new	Shares	+10.0K	+$339.4K	$339.4K
6	Yorktown Management & Research Co Inc added	Shares	+7.3K	+$287.2K	$573.6K
7	Merit Financial Group, LLC new	Shares	+6.9K	+$233.6K	$233.6K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.1K	+$168.6K	$605.2K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.4K	+$97.7K	$468.7K
10	Crewe Advisors LLC unchanged	Shares	0	+$83.2K	$686.9K
11	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-5.3K	+$29.8K	$1.6M
12	BFSG, LLC unchanged	Shares	0	+$25.7K	$212.1K
13	GAMMA Investing LLC added	Shares	+126	+$11.2K	$61.5K
14	SIGNATUREFD, LLC new	Shares	+265	+$9.0K	$9.0K
15	Versant Capital Management, Inc unchanged	Shares	0	+$7.6K	$63.0K
16	EverSource Wealth Advisors, LLC added	Shares	+68	+$6.2K	$34.0K
17	IFP Advisors, Inc added	Shares	+78	+$4.3K	$16.5K
18	Farther Finance Advisors, LLC added	Shares	+49	+$1.9K	$4.0K
19	WEBSTER BANK, N. A. new	Shares	+33	+$1.1K	$1.1K
20	True Wealth Design, LLC added	Shares	+11	+$829	$4.1K
21	Creative Capital Management Investments LLC new	Shares	+9	+$305	$305
22	CoreCap Advisors, LLC new	Shares	+8	+$272	$272
23	Fortitude Family Office, LLC new	Shares	+8	+$272	$272
24	JFS WEALTH ADVISORS, LLC new	Shares	+8	+$272	$272
25	Handelsbanken Fonder AB new	Shares	+7.2K	+$244	$244
26	SJS Investment Consulting Inc. new	Shares	+7	+$238	$238
27	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$148	$1.2K
28	Hughes Financial Services, LLC added	Shares	+3	+$115	$204
29	LRI Investments, LLC new	Shares	+1	+$34	$34
30	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$102
31	EASTERN BANK exited	Shares	-519	-$15.5K	$0
32	Y-Intercept (Hong Kong) Ltd exited	Shares	-108.2K	-$3.2M	$0