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Hamilton Ins Group Cl B shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Hamilton Ins Group Cl B (HG) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Hamilton Ins Group Cl B

Tip: Access up to 7 years of quarterly data

All positions including Hamilton Ins Group Cl B held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hamilton Ins Group Cl B by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 132k 27.90
2025-09-30 $4.0M 160k 24.80

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Apple Common Stock (AAPL)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares U S MF Closed and MF Open (DYNF)
Goldman Sachs MF Closed and MF Open (GSEW)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Series Trust MF Closed and MF Open (SPYM)
Vanguard Total MF Closed and MF Open (BND)
Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Hamilton Ins Group Cl B

Magnitude Capital
Wellington Management Company
BlackRock
Nuveen
Donald Smith & Co
Arrowstreet Capital, Limited Partnership
American Century Companies
Dimensional Fund Advisors
Lazard Asset Management
Private Management Group
Federated Investors
State Street Corporation
Bridgeway Capital Management
Vanguard Group
Freestone Grove Partners

View all funds holding Hamilton Ins Group Cl B