As of the latest SEC filings, Hamilton Insurance Group, Ltd. (HG) is held by 231 institutional funds. The largest fund shareholder is iShares Russell 2000 ETF (IWM), holding an estimated $33,818,479.81 in market value, representing 0.05% of its portfolio.
Funds holding Hamilton Insurance Group, Ltd. (HG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HG
- CIK:
- 0001593275
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.05% | $33,818,479.81 | 1,133,707 | Mar 31, 2026 | May 28, 2026 |
|
CALRX
Calvert Small Cap Fund
|
MF | Calvert / Morgan Stanley | 1.96% | $29,808,790.87 | 999,289 | Mar 31, 2026 | May 26, 2026 |
|
QASCX
Federated Hermes MDT Small Cap Core Fund
|
MF | Federated Hermes | 0.95% | $17,894,615.59 | 546,067 | Apr 30, 2026 | Jun 23, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 0.46% | $14,467,550.00 | 485,000 | Mar 31, 2026 | May 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $14,309,675.90 | 436,670 | Apr 30, 2026 | Jun 26, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.63% | $12,972,052.78 | 434,866 | Mar 31, 2026 | Jun 1, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.31% | $11,889,283.70 | 362,810 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.09% | $11,613,385.77 | 389,319 | Mar 31, 2026 | May 28, 2026 |
|
COVAX
Columbia Small Cap Value and Inflection Fund
|
MF | Columbia Threadneedle | 1.36% | $11,248,567.20 | 356,080 | Feb 28, 2026 | Apr 27, 2026 |
|
FPX
First Trust US Equity Opportunities ETF
|
ETF | First Trust | 0.79% | $9,156,229.01 | 306,947 | Mar 31, 2026 | May 28, 2026 |
|
TSMEX
Nuveen Quant Small/Mid Cap Equity Fund
|
MF | TIAA / Nuveen | 0.34% | $8,733,532.70 | 266,510 | Apr 30, 2026 | Jun 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.61% | $7,353,095.00 | 246,500 | Mar 31, 2026 | May 21, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.05% | $7,031,333.79 | 222,581 | Feb 28, 2026 | Apr 28, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.19% | $6,866,003.17 | 209,521 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.05% | $6,830,218.33 | 208,429 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $6,499,274.10 | 198,330 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.07% | $5,408,622.96 | 165,048 | Apr 30, 2026 | Jun 29, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $4,233,976.11 | 134,029 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $4,140,948.28 | 126,364 | Apr 30, 2026 | Jun 29, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $4,067,609.02 | 124,126 | Apr 30, 2026 | Jun 24, 2026 |
|
QASGX
Federated Hermes MDT Small Cap Growth Fund
|
MF | Federated Hermes | 0.53% | $3,975,754.71 | 121,323 | Apr 30, 2026 | Jun 23, 2026 |
|
BPSIX
Boston Partners Small Cap Value Fund II
|
MF | Independent / Boutique | 0.50% | $3,868,353.45 | 122,455 | Feb 28, 2026 | Apr 28, 2026 |
|
FYX
First Trust Small Cap Core AlphaDEX Fund
|
ETF | First Trust | 0.31% | $3,813,379.36 | 116,368 | Apr 30, 2026 | Jun 23, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,660,114.07 | 111,691 | Apr 30, 2026 | Jun 24, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.04% | $3,606,178.53 | 120,891 | Mar 31, 2026 | May 22, 2026 |
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