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Hamilton Insurance Group, Ltd. (HG)

USD34.00 -0.86 (-2.47%)
BM NYSE Financial Services Insurance - Reinsurance
Address Wellesley House North HM 08
Pembroke, HM, BM
CEO Giuseppina Albo
IPO 2023-11-10
CIK 1593275 ISIN BMG427061046

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Description

Hamilton Insurance Group Ltd. is a holding company, which provides insurance and reinsurance services. It operates through the International and Bermuda segments. The International segment comprises of property, specialty, and casualty insurance and reinsurance classes of business originating from the company's London, Dublin, and Hamilton Select operations. The Bermuda segment offers property, specialty, and casualty insurance and reinsurance classes of business originating from Hamilton Re, Bermuda and Hamilton Re US and subsidiaries. The company was founded in 2013 and is headquartered in Hamilton, Bermuda.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD34.00 -0.86 (-2.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
481.3K
Beta
0.56
Float Shares
90.38M
Free Float %
90.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.61% +1.55% -0.52% -0.97% +15.89% +10.07% +49.95% +104.73% +104.73% +104.73% +104.73%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Buy
Price Targets & DCF
Current price
34.00
Low 26.00 -23.5%
Consensus 30.75 -9.6%
Median 31.00 -8.8%
High 35.00 +2.9%
DCF (Unlevered) 55.26 +62.5%
DCF (Levered) 257.72 +658.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 57% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 1 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
35.00
+2.9%
Last Year 11
29.27
-13.9%
All Time 16
27.44
-19.3%
Quality scores
Altman Z-Score
1.19
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
8 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Insurance - Reinsurance: +19.7%
    +15.3% Q1'26: -3.5% (vs Q1'25)
  • EPS growth Insurance - Reinsurance: +47.7%
    +54.8% Q1'26: +65.0% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Reinsurance: +7.0%
    +55.7% Q1'26: +13.4% (vs Q1'25)
  • EBIT margin Insurance - Reinsurance: +13.4%
    +30.8% Q1'26: +29.7% (vs Q1'25)
  • ROIC Insurance - Reinsurance: +4.0%
    +49.4% Q1'26: +45.6% (vs Q1'25)
  • Share dilution Insurance - Reinsurance: +0.2%
    +0.0% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Reinsurance: 0.00×
    0.17× Q1'26: 0.17× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.70) × ERP
WACC = 95% × Ke + 5% × Kd (13.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 54.83 Current price: 34.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
4 EPS Ana.
Dec 2027
1 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
3 EPS Ana.
Revenue
1.62B
est: 1.44B (+12.2%)
2.38B
est: 2.10B (+13.5%)
2.74B
est: 2.87B (-4.4%)
3.18B
3.18B – 3.18B
+10.8% YoY
3.47B
3.47B – 3.47B
+9.3% YoY
3.89B
3.89B – 3.89B
+11.9% YoY
EBITDA
289.07M
est: 140.29M (+106.0%)
660.64M
est: 415.49M (+59.0%)
861.03M
est: 568.48M (+51.5%)
629.77M
629.77M – 629.77M
+10.8% YoY
688.10M
688.10M – 688.10M
+9.3% YoY
770.30M
770.30M – 770.30M
+11.9% YoY
EBIT
276.66M
est: 124.27M (+122.6%)
644.18M
est: 397.70M (+62.0%)
845.09M
est: 544.13M (+55.3%)
602.80M
602.80M – 602.80M
+10.8% YoY
658.63M
658.63M – 658.63M
+9.3% YoY
737.31M
737.31M – 737.31M
+11.9% YoY
Net Income
258.73M
est: 198.81M (+30.1%)
400.43M
est: 391.71M (+2.2%)
576.67M
est: 441.97M (+30.5%)
456.40M
456.40M – 456.40M
+3.3% YoY
477.21M
477.21M – 477.21M
+4.6% YoY
543.09M
543.09M – 543.09M
+13.8% YoY
SGA
76.69M
est: 39.37M (+94.8%)
61.11M
est: 86.88M (-29.7%)
278.91M
est: 118.87M (+134.6%)
131.68M
131.68M – 131.68M
+10.8% YoY
143.88M
143.88M – 143.88M
+9.3% YoY
161.07M
161.07M – 161.07M
+11.9% YoY
EPS
2.47
est: 1.96 (+26.1%)
3.81
est: 3.86 (-1.3%)
5.68
est: 4.36 (+30.4%)
4.50
4.50 – 4.50
+3.3% YoY
4.70
4.70 – 4.70
+4.6% YoY
5.35
5.35 – 5.35
+13.8% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Wells Fargo Overweight Overweight Maintain
2026-05-01 Citizens Market Outperform Market Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-05-08 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-05-07 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-05-06 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-05-05 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-05-04 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-05-01 B- 2/5 1/5 5/5 5/5 1/5 1/5 1/5
2026-04-30 B- 2/5 1/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-04-28 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-04-27 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-04-24 A- 4/5 1/5 5/5 5/5 3/5 4/5 3/5
2026-04-23 A- 4/5 1/5 5/5 5/5 2/5 4/5 3/5
2026-04-22 A- 4/5 1/5 5/5 5/5 2/5 4/5 3/5
2026-04-21 A- 4/5 1/5 5/5 5/5 2/5 4/5 3/5
2026-04-20 A- 4/5 1/5 5/5 5/5 2/5 4/5 3/5
2026-04-17 A- 4/5 1/5 5/5 5/5 2/5 4/5 3/5
2026-04-16 A- 4/5 1/5 5/5 5/5 2/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
844.03M
OE per share TTM
8.32
Owner's Yield
26.92%
Maintenance CapEx ratio
0.12%
Maint CapEx / Avg PPE
0.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
24
Total invested
16.88M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Benjamin S. Appen 15.07M 26.89% 15.07M 15.07M IN 2024-02-14
2 James Michael Hall 15.07M 26.89% 15.07M 15.07M IN 2024-02-14
3 Magnitude Capital, LLC 15.07M 26.89% 15.07M 15.07M IA 2024-02-14
4 Magnitude Master Fund 11.23M 20.03% 11.23M 11.23M IV 2024-02-14
5 Blackstone Alternative Solutions L.L.C. 9.12M 14.00% 9.12M 9.12M OO Cayman Islands 2024-02-09
6 Blackstone Group Management L.L.C. 9.12M 14.00% 9.12M 9.12M OO Cayman Islands 2024-02-09
7 Blackstone Holdings I L.P. 9.12M 14.00% 9.12M 9.12M PN Cayman Islands 2024-02-09
8 Blackstone Holdings I/II GP L.L.C. 9.12M 14.00% 9.12M 9.12M OO Cayman Islands 2024-02-09
9 Blackstone Holdings II L.P. 9.12M 14.00% 9.12M 9.12M PN Cayman Islands 2024-02-09
10 Blackstone Inc. 9.12M 14.00% 9.12M 9.12M CO Cayman Islands 2024-02-09
11 Blackstone Strategic Opportunity Associates L.L.C. 9.12M 14.00% 9.12M 9.12M OO Cayman Islands 2024-02-09
12 Stephen A. Schwarzman 9.12M 14.00% 9.12M 9.12M IN Cayman Islands 2024-02-09
13 BSOF Master Fund L.P. 8.63M 13.30% 8.63M 8.63M PN Cayman Islands 2024-02-09
14 Hamilton Investments, LP 4.14M 7.40% 4.14M 4.14M PN Bermuda 2024-02-14
15 Wellington Group Holdings LLP 3.72M 6.06% 3.41M HC Massachusetts 2024-11-08
16 Wellington Investment Advisors Holdings LLP 3.72M 6.06% 3.41M HC Massachusetts 2024-11-08
17 Wellington Management Group LLP 3.72M 6.06% 3.41M HC Massachusetts 2024-11-08
18 Wellington Management Company LLP 3.56M 5.81% 3.33M IA Massachusetts 2024-11-08
19 Magnitude Partners Master Fund, L.P. 2.40M 4.28% 2.40M 2.40M IV 2024-02-14
20 Magnitude Institutional, Ltd. 1.38M 2.45% 1.38M 1.38M IV 2024-02-14
21 BSOF Master Fund II L.P. 499.3K 0.90% 499.3K 499.3K PN Cayman Islands 2024-02-09
22 Magnitude Insurance Master Fund, LLC 67.5K 0.12% 67.5K 67.5K IV 2024-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
24
-169 vs prev Q
New positions
4
Closed positions
173
Increased
11
Reduced
4
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MAGNITUDE CAPITAL, LLC 15.10M +— (+0.0%) 421.20M +46.8M (+12.5%) 14.88% +0.000 pp 100.00% +0.000 pp USD14.95 +86.6% 9 qtrs
2 WELLINGTON MANAGEMENT GROUP LLP 4.38M -921.2K (-17.4%) 122.10M -9.3M (-7.1%) 4.31% -0.908 pp 0.02% -0.002 pp USD19.36 +44.1% 9 qtrs
3 BLACKROCK, INC. 2.84M +90.7K (+3.3%) 79.30M +11.1M (+16.2%) 2.80% +0.089 pp 0.00% +0.000 pp USD19.74 +41.3% 6 qtrs
4 MORGAN STANLEY 2.77M -251.2K (-8.3%) 77.34M +2.4M (+3.2%) 2.73% -0.248 pp 0.00% +0.000 pp USD20.11 +38.7% 9 qtrs
5 NUVEEN, LLC 2.22M +74.2K (+3.5%) 61.96M +8.7M (+16.4%) 2.19% +0.073 pp 0.02% +0.002 pp USD20.97 +33.0% 4 qtrs
6 DONALD SMITH & CO., INC. 1.55M +646.1K (+71.3%) 43.33M +20.8M (+92.7%) 1.53% +0.637 pp 0.81% +0.363 pp USD24.74 +12.8% 3 qtrs
7 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.36M -16.8K (-1.2%) 37.85M +3.8M (+11.1%) 1.34% -0.017 pp 0.02% +0.001 pp USD20.05 +39.2% 7 qtrs
8 AMERICAN CENTURY COMPANIES INC 1.16M -862.8K (-42.6%) 32.40M -17.8M (-35.5%) 1.14% -0.850 pp 0.02% -0.009 pp USD16.18 +72.4% 9 qtrs
9 DIMENSIONAL FUND ADVISORS LP 1.02M +313.8K (+44.5%) 28.43M +10.9M (+62.6%) 1.00% +0.309 pp 0.01% +0.002 pp USD24.66 +13.1% 3 qtrs
10 LAZARD ASSET MANAGEMENT LLC 958.9K +81.4K (+9.3%) 26.75M +5.0M (+22.9%) 0.95% +0.080 pp 0.05% +0.016 pp USD21.42 +30.3% 7 qtrs
11 MILLENNIUM MANAGEMENT LLC 881.7K +417.3K (+89.8%) 24.60M +13.1M (+113.6%) 0.87% +0.411 pp 0.01% +0.005 pp USD21.57 +29.3% 9 qtrs
12 PRIVATE MANAGEMENT GROUP INC 875.0K -13.2K (-1.5%) 24.41M +2.4M (+10.8%) 0.86% -0.013 pp 0.71% +0.055 pp USD19.68 +41.8% 5 qtrs
13 FEDERATED HERMES, INC. 852.0K +264.1K (+44.9%) 23.77M +9.2M (+63.0%) 0.84% +0.260 pp 0.04% +0.014 pp USD21.57 +29.3% 7 qtrs
14 STATE STREET CORP 780.1K -9.8K (-1.2%) 21.77M +2.2M (+11.1%) 0.77% -0.010 pp 0.00% +0.000 pp USD18.27 +52.7% 8 qtrs
15 BRIDGEWAY CAPITAL MANAGEMENT, LLC 696.7K -29.5K (-4.1%) 19.44M +1.4M (+7.9%) 0.69% -0.029 pp 0.41% +0.023 pp USD20.80 +34.1% 5 qtrs
16 VANGUARD GROUP INC 652.5K +77.2K (+13.4%) 18.20M +3.9M (+27.6%) 0.64% +0.076 pp 0.00% +0.000 pp USD18.42 +51.5% 8 qtrs
17 FREESTONE GROVE PARTNERS LP 597.4K +597.4K (+100.0%) 16.67M +16.7M (+100.0%) 0.59% +0.589 pp 0.12% +0.121 pp USD27.90 +0.0% 3 qtrs
18 AQR CAPITAL MANAGEMENT LLC 559.7K +25.5K (+4.8%) 15.62M +2.4M (+17.9%) 0.55% +0.025 pp 0.01% 0.000 pp USD23.94 +16.5% 5 qtrs
19 GEODE CAPITAL MANAGEMENT, LLC 543.0K -11.7K (-2.1%) 15.15M +1.4M (+10.1%) 0.54% -0.012 pp 0.00% +0.000 pp USD17.56 +58.9% 8 qtrs
20 PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC 495.3K -89.6K (-15.3%) 13.82M -685.8K (-4.7%) 0.49% -0.088 pp 1.48% -0.142 pp USD22.46 +24.2% 9 qtrs
21 BALYASNY ASSET MANAGEMENT L.P. 472.1K +157.6K (+50.1%) 13.17M +5.4M (+68.9%) 0.47% +0.155 pp 0.02% +0.007 pp USD23.07 +20.9% 9 qtrs
22 FIRST TRUST ADVISORS LP 451.3K +150.0K (+49.8%) 12.59M +5.1M (+68.5%) 0.44% +0.148 pp 0.01% +0.004 pp USD24.15 +15.5% 4 qtrs
23 VICTORY CAPITAL MANAGEMENT INC 442.9K -55.4K (-11.1%) 12.36M -177.0 (0.0%) 0.44% -0.055 pp 0.01% 0.000 pp USD20.58 +35.6% 5 qtrs
24 AMERIPRISE FINANCIAL INC 427.4K +312.5K (+272.1%) 11.92M +9.1M (+318.6%) 0.42% +0.308 pp 0.00% +0.002 pp USD26.03 +7.2% 6 qtrs
25 JPMORGAN CHASE & CO 416.0K +146.9K (+54.6%) 11.61M +4.9M (+73.9%) 0.41% +0.145 pp 0.00% +0.000 pp USD22.07 +26.4% 8 qtrs
26 EMPOWERED FUNDS, LLC 411.7K -29.5K (-6.7%) 11.49M +545.7K (+5.0%) 0.41% -0.029 pp 0.09% -0.019 pp USD20.89 +33.6% 5 qtrs
27 FIL LTD 400.9K +— (+0.0%) 11.18M +1.2M (+12.5%) 0.40% +0.000 pp 0.01% +0.001 pp USD17.68 +57.8% 7 qtrs
28 TUDOR INVESTMENT CORP ET AL 379.7K +102.5K (+37.0%) 10.59M +3.7M (+54.1%) 0.37% +0.101 pp 0.02% +0.008 pp USD20.93 +33.3% 9 qtrs
29 GOLDMAN SACHS GROUP INC 362.1K +99.6K (+37.9%) 10.10M +3.6M (+55.2%) 0.36% +0.098 pp 0.00% +0.000 pp USD21.19 +31.7% 9 qtrs
30 SG AMERICAS SECURITIES, LLC 335.2K +335.2K (+100.0%) 9.35M +9.4M (+100.0%) 0.33% +0.330 pp 0.01% +0.012 pp USD27.90 +0.0% 1 qtrs NEW
31 QUBE RESEARCH & TECHNOLOGIES LTD 332.4K +107.4K (+47.8%) 9.27M +3.7M (+66.2%) 0.33% +0.106 pp 0.01% +0.004 pp USD23.41 +19.2% 6 qtrs
32 NORTHERN TRUST CORP 287.3K -48.4K (-14.4%) 8.01M -309.4K (-3.7%) 0.28% -0.048 pp 0.00% +0.000 pp USD18.20 +53.3% 8 qtrs
33 BANK OF AMERICA CORP /DE/ 275.1K -13.1K (-4.6%) 7.68M +527.3K (+7.4%) 0.27% -0.013 pp 0.00% +0.000 pp USD19.67 +41.8% 9 qtrs
34 KENNEDY CAPITAL MANAGEMENT LLC 253.8K +42.2K (+20.0%) 7.08M +1.8M (+35.0%) 0.25% +0.042 pp 0.15% +0.034 pp USD20.60 +35.4% 6 qtrs
35 VOLORIDGE INVESTMENT MANAGEMENT, LLC 230.3K +36.5K (+18.8%) 6.43M +1.6M (+33.7%) 0.23% +0.036 pp 0.02% +0.006 pp USD20.72 +34.7% 6 qtrs
36 SEI INVESTMENTS CO 220.1K +146.2K (+197.9%) 6.14M +4.3M (+235.1%) 0.22% +0.144 pp 0.01% +0.004 pp USD25.37 +10.0% 9 qtrs
37 STATE OF WISCONSIN INVESTMENT BOARD 208.9K +9.9K (+5.0%) 5.83M +892.5K (+18.1%) 0.21% +0.010 pp 0.01% +0.002 pp USD18.03 +54.7% 9 qtrs
38 BANK OF NEW YORK MELLON CORP 195.3K -13.1K (-6.3%) 5.45M +280.0K (+5.4%) 0.19% -0.013 pp 0.00% +0.000 pp USD18.41 +51.5% 8 qtrs
39 UBS GROUP AG 172.7K -29.5K (-14.6%) 4.82M -196.3K (-3.9%) 0.17% -0.029 pp 0.00% +0.000 pp USD20.16 +38.4% 8 qtrs
40 SOUTH DAKOTA INVESTMENT COUNCIL 171.5K +4.1K (+2.4%) 4.78M +634.0K (+15.3%) 0.17% +0.004 pp 0.09% +0.010 pp USD21.77 +28.2% 3 qtrs
41 HRT FINANCIAL LP 160.7K +71.5K (+80.2%) 4.48M +2.3M (+102.7%) 0.16% +0.071 pp 0.01% +0.006 pp USD24.37 +14.5% 5 qtrs
42 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 160.7K -5.9K (-3.5%) 4.48M +352.7K (+8.5%) 0.16% -0.006 pp 0.03% +0.002 pp USD22.37 +24.7% 4 qtrs
43 ALGERT GLOBAL LLC 160.3K -114.0K (-41.6%) 4.47M -2.3M (-34.3%) 0.16% -0.112 pp 0.07% -0.044 pp USD22.13 +26.1% 7 qtrs
44 SEGALL BRYANT & HAMILL, LLC 157.1K -1.9K (-1.2%) 4.38M +440.6K (+11.2%) 0.15% -0.002 pp 0.06% +0.007 pp USD16.33 +70.9% 7 qtrs
45 RENAISSANCE TECHNOLOGIES LLC 155.8K +108.9K (+232.2%) 4.35M +3.2M (+273.7%) 0.15% +0.107 pp 0.01% +0.005 pp USD24.74 +12.8% 8 qtrs
46 POINT72 ASSET MANAGEMENT, L.P. 153.9K +153.9K (+100.0%) 4.29M +4.3M (+100.0%) 0.15% +0.152 pp 0.00% +0.005 pp USD27.90 +0.0% 1 qtrs NEW
47 D. E. SHAW & CO., INC. 139.3K +68.1K (+95.8%) 3.89M +2.1M (+120.3%) 0.14% +0.067 pp 0.00% +0.001 pp USD23.13 +20.6% 8 qtrs
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49 INTEGRATED WEALTH CONCEPTS LLC 132.1K -27.6K (-17.3%) 3.69M -275.4K (-7.0%) 0.13% -0.027 pp 0.04% +0.008 pp USD24.80 +12.5% 2 qtrs
50 FRANKLIN RESOURCES INC 126.8K +9.9K (+8.5%) 3.54M +639.1K (+22.1%) 0.12% +0.010 pp 0.00% +0.000 pp USD18.82 +48.2% 7 qtrs
51 NEARWATER CAPITAL MARKETS, LTD 120.1K +— (+0.0%) 3.35M +372.3K (+12.5%) 0.12% +0.000 pp 0.06% +0.018 pp USD24.80 +12.5% 2 qtrs
52 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 111.8K -27.9K (-20.0%) 3.12M -346.4K (-10.0%) 0.11% -0.028 pp 0.00% 0.000 pp USD19.14 +45.8% 8 qtrs
53 MARTINGALE ASSET MANAGEMENT L P 110.2K -581.0 (-0.5%) 3.08M +327.4K (+11.9%) 0.11% -0.001 pp 0.08% +0.009 pp USD17.96 +55.3% 7 qtrs
54 BOSTON PARTNERS 109.9K +1.6K (+1.4%) 3.07M +379.5K (+14.1%) 0.11% +0.002 pp 0.00% +0.000 pp USD21.07 +32.4% 5 qtrs
55 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 102.5K +102.5K (+100.0%) 2.86M +2.9M (+100.0%) 0.10% +0.101 pp 0.00% +0.003 pp USD27.90 +0.0% 1 qtrs NEW
56 PRINCIPAL FINANCIAL GROUP INC 99.3K +34.9K (+54.3%) 2.77M +1.2M (+73.6%) 0.10% +0.034 pp 0.00% +0.001 pp USD23.83 +17.1% 3 qtrs
57 LIGHTHOUSE INVESTMENT PARTNERS, LLC 92.0K +92.0K (+100.0%) 2.57M +2.6M (+100.0%) 0.09% +0.091 pp 0.08% +0.077 pp USD27.90 +0.0% 1 qtrs NEW
58 SWISS NATIONAL BANK 90.9K +— (+0.0%) 2.54M +281.8K (+12.5%) 0.09% +0.000 pp 0.00% +0.000 pp USD17.72 +57.4% 8 qtrs
59 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 90.8K -3.1K (-3.3%) 2.53M +204.8K (+8.8%) 0.09% -0.003 pp 0.14% +0.010 pp USD15.45 +80.6% 8 qtrs
60 SEIZERT CAPITAL PARTNERS, LLC 87.8K +2.9K (+3.4%) 2.45M +343.8K (+16.3%) 0.09% +0.003 pp 0.10% +0.012 pp USD24.90 +12.0% 2 qtrs
61 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 87.0K +34.9K (+67.1%) 2.43M +1.1M (+88.0%) 0.09% +0.034 pp 0.01% +0.006 pp USD26.04 +7.1% 2 qtrs
62 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 86.0K -3.3K (-3.7%) 2.40M +184.0K (+8.3%) 0.08% -0.003 pp 0.02% +0.001 pp USD21.00 +32.9% 4 qtrs
63 WELLS FARGO & COMPANY/MN 79.9K +38.1K (+91.2%) 2.23M +1.2M (+115.1%) 0.08% +0.038 pp 0.00% +0.000 pp USD23.71 +17.7% 8 qtrs
64 IEQ CAPITAL, LLC 77.5K +3.1K (+4.2%) 2.16M +317.2K (+17.2%) 0.08% +0.003 pp 0.01% +0.001 pp USD24.01 +16.2% 3 qtrs
65 NEW VERNON INVESTMENT MANAGEMENT LLC 73.9K +— (+0.0%) 2.06M +229.1K (+12.5%) 0.07% +0.000 pp 2.01% +0.297 pp USD19.39 +43.9% 8 qtrs
66 MARINER, LLC 71.7K +14.0K (+24.3%) 2.00M +569.5K (+39.8%) 0.07% +0.014 pp 0.00% +0.001 pp USD23.62 +18.1% 5 qtrs
67 BARCLAYS PLC 69.9K +12.3K (+21.3%) 1.95M +836.1K (+75.0%) 0.07% +0.012 pp 0.00% +0.000 pp USD21.30 +31.0% 8 qtrs
68 UBS ASSET MANAGEMENT AMERICAS INC 66.1K +1.1K (+1.6%) 1.84M +231.2K (+14.3%) 0.07% +0.001 pp 0.00% +0.000 pp USD19.78 +41.1% 8 qtrs
69 RUSSELL INVESTMENTS GROUP, LTD. 63.2K -3.8K (-5.7%) 1.76M +101.2K (+6.1%) 0.06% -0.004 pp 0.00% +0.000 pp USD23.25 +20.0% 9 qtrs
70 GREAT LAKES ADVISORS, LLC 62.1K -27.5K (-30.7%) 1.73M -488.9K (-22.0%) 0.06% -0.027 pp 0.01% -0.004 pp USD24.80 +12.5% 2 qtrs
71 RHUMBLINE ADVISERS 58.2K -9.8K (-14.4%) 1.62M -61.6K (-3.7%) 0.06% -0.010 pp 0.00% +0.000 pp USD17.90 +55.9% 8 qtrs
72 BNP PARIBAS ARBITRAGE, SNC 56.8K -58.5K (-50.7%) 1.59M -1.3M (-44.6%) 0.06% -0.058 pp 0.00% -0.001 pp USD17.94 +55.5% 8 qtrs
73 DENALI ADVISORS LLC 55.3K +— (+0.0%) 1.54M +171.4K (+12.5%) 0.05% +0.000 pp 0.17% +0.016 pp USD20.80 +34.1% 4 qtrs
74 WEDGE CAPITAL MANAGEMENT L L P/NC 51.2K -4.7K (-8.4%) 1.43M +42.5K (+3.1%) 0.05% -0.005 pp 0.03% +0.002 pp USD24.80 +12.5% 2 qtrs
75 PRUDENTIAL FINANCIAL INC 49.9K +9.7K (+24.3%) 1.39M +396.3K (+39.8%) 0.05% +0.010 pp 0.00% +0.001 pp USD24.18 +15.4% 6 qtrs
76 QUANTBOT TECHNOLOGIES LP 47.4K +23.6K (+98.9%) 1.32M +731.4K (+123.8%) 0.05% +0.023 pp 0.04% +0.028 pp USD23.85 +17.0% 8 qtrs
77 INSPIRE INVESTING, LLC 44.8K +1.2K (+2.7%) 1.25M +168.6K (+15.6%) 0.04% +0.001 pp 0.11% +0.007 pp USD24.88 +12.1% 2 qtrs
78 ACADIAN ASSET MANAGEMENT LLC 44.4K +34.2K (+337.1%) 1.24M +985.0K (+392.4%) 0.04% +0.034 pp 0.00% +0.002 pp USD26.69 +4.5% 3 qtrs
79 LEGAL & GENERAL GROUP PLC 43.7K +2.5K (+6.0%) 1.22M +196.8K (+19.2%) 0.04% +0.002 pp 0.00% +0.000 pp USD19.03 +46.6% 7 qtrs
80 ERSTE ASSET MANAGEMENT GMBH 43.1K -3.5K (-7.5%) 1.21M +65.2K (+5.7%) 0.04% -0.003 pp 0.01% -0.001 pp USD24.80 +12.5% 2 qtrs
81 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43.3K -148.0 (-0.3%) 1.21M +130.5K (+12.1%) 0.04% 0.000 pp 0.00% +0.000 pp USD19.00 +46.8% 8 qtrs
82 VERITION FUND MANAGEMENT LLC 41.5K +41.5K (+100.0%) 1.16M +1.2M (+100.0%) 0.04% +0.041 pp 0.00% +0.005 pp USD27.90 +0.0% 9 qtrs
83 ALLIANCEBERNSTEIN L.P. 40.9K +90.0 (+0.2%) 1.14M +129.1K (+12.7%) 0.04% +0.000 pp 0.00% +0.000 pp USD18.11 +54.1% 9 qtrs
84 INVESCO LTD. 40.2K +5.8K (+16.7%) 1.12M +267.5K (+31.3%) 0.04% +0.006 pp 0.00% +0.000 pp USD21.46 +30.0% 5 qtrs
85 KENDALL CAPITAL MANAGEMENT 37.2K +2.7K (+7.9%) 1.04M +182.9K (+21.4%) 0.04% +0.003 pp 0.22% +0.024 pp USD23.04 +21.1% 3 qtrs
86 COMMONWEALTH EQUITY SERVICES, LLC 33.9K +2.5K (+7.8%) 946.3K +166.3K (+21.3%) 0.03% +0.002 pp 0.00% +0.000 pp USD20.81 +34.1% 6 qtrs
87 CITADEL ADVISORS LLC 33.8K +33.8K (+100.0%) 943.3K +943.3K (+100.0%) 0.03% +0.033 pp 0.00% +0.000 pp USD27.90 +0.0% 9 qtrs
88 MAN GROUP PLC 33.6K -5.7K (-14.5%) 936.1K -36.8K (-3.8%) 0.03% -0.006 pp 0.00% 0.000 pp USD20.18 +38.3% 8 qtrs
89 EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT 32.5K +32.5K (+100.0%) 907.3K +907.3K (+100.0%) 0.03% +0.032 pp 0.02% +0.016 pp USD27.90 +0.0% 1 qtrs NEW
90 VOYA INVESTMENT MANAGEMENT LLC 32.0K +471.0 (+1.5%) 893.5K +111.0K (+14.2%) 0.03% +0.001 pp 0.00% +0.000 pp USD18.55 +50.4% 8 qtrs
91 PICTON MAHONEY ASSET MANAGEMENT 30.6K -3.6K (-10.6%) 854.8K +5.8K (+0.7%) 0.03% -0.004 pp 0.01% -0.001 pp USD21.62 +29.0% 3 qtrs
92 NEW YORK STATE COMMON RETIREMENT FUND 29.7K +— (+0.0%) 829.8K +92.2K (+12.5%) 0.03% +0.000 pp 0.00% +0.000 pp USD19.11 +46.0% 9 qtrs
93 JUMP FINANCIAL, LLC 28.0K +28.0K (+100.0%) 781.2K +781.2K (+100.0%) 0.03% +0.028 pp 0.01% +0.010 pp USD27.90 +0.0% 8 qtrs
94 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 27.3K +7.5K (+38.1%) 761.9K +271.4K (+55.3%) 0.03% +0.007 pp 0.00% +0.001 pp USD21.38 +30.5% 7 qtrs
95 VIRGINIA RETIREMENT SYSTEMS ET AL 27.1K +15.3K (+129.2%) 754.7K +462.1K (+157.9%) 0.03% +0.015 pp 0.00% +0.003 pp USD26.55 +5.1% 2 qtrs
96 STRS OHIO 26.7K -2.8K (-9.5%) 744.9K +13.3K (+1.8%) 0.03% -0.003 pp 0.00% +0.000 pp USD23.24 +20.1% 8 qtrs
97 PRICE T ROWE ASSOCIATES INC /MD/ 25.8K +1.2K (+4.8%) 719.0K +109.0K (+17.9%) 0.03% +0.001 pp 0.00% +0.000 pp USD20.66 +35.0% 6 qtrs
98 METLIFE INVESTMENT MANAGEMENT, LLC 25.5K -1.7K (-6.2%) 712.3K +37.4K (+5.5%) 0.03% -0.002 pp 0.00% +0.000 pp USD17.50 +59.4% 8 qtrs
99 KLP KAPITALFORVALTNING AS 25.0K +— (+0.0%) 697.5K +77.5K (+12.5%) 0.02% +0.000 pp 0.00% +0.000 pp USD20.14 +38.5% 5 qtrs
100 MANUFACTURERS LIFE INSURANCE COMPANY, THE 24.9K -1.6K (-6.0%) 695.4K +38.0K (+5.8%) 0.02% -0.002 pp 0.00% +0.000 pp USD20.10 +38.8% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 87 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Federated Hermes MDT Small Cap Core ETF FSCC 1.08% 1.77M 0.51%
2 Inspire Fidelis Multi Factor ETF FDLS 1.07% 2.48M 0.66%
3 First Trust US Equity Opportunities ETF FPX 0.70% 11.07M 0.57%
4 First Trust US Equity Opportunities UCITS ETF FPX.L 0.69% 125.6K 0.65%
5 Applied Finance IVS US SMID ETF IVSS 0.66% 84.1K 0.59%
6 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.66% 11.31M 0.47%
7 iShares US Small Cap Value Factor ETF SVAL 0.47% 928.5K 0.20%
8 First Trust Active Factor Small Cap ETF AFSM 0.44% 490.5K 0.75%
9 First Trust Merger Arbitrage ETF NTRL 0.42% 75.2K 0.95%
10 WisdomTree U.S. SmallCap Fund EES 0.41% 2.92M 0.38%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
2.30
Bullish
Buys
19
Sells
19
Shares acquired
683.8K
Shares disposed
296.8K
Cash buys
Cash sales
Net activity
+386,976
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-08 COOPER BRADLEY E Director P-Purchase A Class B Common Shares 99 31.01 3.1K 99 D
2026-03-02 Levenson Jonathan B. Officer F-InKind D Class B Common Shares 2,512 31.59 79.4K 41,664 D
2026-03-02 Kuchma Anita Breslin Officer F-InKind D Class B Common Shares 2,198 31.59 69.4K 80,080 D
2026-03-02 Karrenbauer Raymond Officer A-Award A Class B Common Shares 8,428 0.00 8,428 D
2026-03-02 Howie Craig Officer F-InKind D Class B Common Shares 11,729 31.59 370.5K 249,900 D
2026-03-02 Fisher Daniel Mark Officer F-InKind D Class B Common Shares 2,970 31.59 93.8K 95,383 D
2026-03-02 Duffin Timothy James Officer A-Award A Class B Common Shares 12,832 0.00 251,959 D
2026-03-02 Deegan Brian John Officer A-Award A Class B Common Shares 11,260 0.00 82,347 D
2026-03-02 Daws Adrian Joseph Officer F-InKind D Class B Common Shares 4,760 31.59 150.4K 192,486 D
2026-03-02 Carreiro Gemma Elizabeth Officer A-Award A Class B Common Shares 16,760 0.00 190,615 D
2026-03-02 Buckley Russell John Officer A-Award A Class B Common Shares 6,874 0.00 6,874 D
2026-03-02 Baker Alexander James Officer A-Award A Class B Common Shares 14,245 0.00 110,291 D
2026-03-02 Albo Giuseppina Director / Officer F-InKind D Class B Common Shares 37,818 31.59 1.19M 1,105,660 D
2026-02-24 Kuchma Anita Breslin Officer F-InKind D Class B Common Shares 7,286 30.55 222.6K 82,278 D
2026-02-24 Howie Craig Officer F-InKind D Class B Common Shares 34,374 30.55 1.05M 261,629 D
2026-02-24 Fisher Daniel Mark Officer F-InKind D Class B Common Shares 8,594 30.55 262.5K 98,353 D
2026-02-24 Daws Adrian Joseph Officer F-InKind D Class B Common Shares 16,931 30.55 517.2K 197,246 D
2026-02-24 Carreiro Gemma Elizabeth Officer A-Award A Class B Common Shares 22,448 0.00 173,855 D
2026-02-24 Baker Alexander James Officer F-InKind D Class B Common Shares 12,394 30.55 378.6K 96,046 D
2026-02-24 Albo Giuseppina Director / Officer F-InKind D Class B Common Shares 120,809 30.55 3.69M 1,143,478 D
2026-02-20 Roston Marc Nathan Director 0 0.00 0
2026-01-01 Levenson Jonathan B. Officer F-InKind D Class B Common Shares 1,689 27.90 47.1K 44,176 D
2026-01-01 Kuchma Anita Breslin Officer F-InKind D Class B Common Shares 1,118 27.90 31.2K 69,156 D
2026-01-01 Howie Craig Officer F-InKind D Class B Common Shares 6,084 27.90 169.7K 208,539 D
2026-01-01 Fisher Daniel Mark Officer F-InKind D Class B Common Shares 1,433 27.90 40.0K 88,663 D
2026-01-01 Duffin Timothy James Officer Class B Common Shares 0 0.00 19,884 D
2026-01-01 Daws Adrian Joseph Officer F-InKind D Class B Common Shares 2,823 27.90 78.8K 173,303 D
2026-01-01 Baker Alexander James Officer F-InKind D Class B Common Shares 2,066 27.90 57.6K 82,070 D
2026-01-01 Albo Giuseppina Director / Officer F-InKind D Class B Common Shares 19,200 27.90 535.7K 1,027,407 D
2025-11-14 Baker Alexander James Officer S-Sale D Class B Common Shares 18,350 26.19 480.6K 84,136 D
2025-11-10 Levenson Jonathan B. Officer F-InKind D Class B Common Shares 2,577 26.08 67.2K 45,865 D
2025-11-10 Kuchma Anita Breslin Officer F-InKind D Class B Common Shares 10,492 26.08 273.6K 70,274 D
2025-11-10 Howie Craig Officer F-InKind D Class B Common Shares 19,906 26.08 519.1K 214,623 D
2025-11-10 Fisher Daniel Mark Officer F-InKind D Class B Common Shares 13,852 26.08 361.3K 90,096 D
2025-11-10 Daws Adrian Joseph Officer F-InKind D Class B Common Shares 14,314 26.08 373.3K 176,126 D
2025-11-10 Baker Alexander James Officer F-InKind D Class B Common Shares 13,852 26.08 361.3K 102,486 D
2025-11-10 Albo Giuseppina Director / Officer F-InKind D Class B Common Shares 75,935 26.08 1.98M 1,046,607 D
2025-09-15 Karrenbauer Raymond Officer 0 0.00 0
2025-09-08 Buckley Russell John Officer 0 0.00 0
2025-09-05 Bernhard Keith Donald Officer S-Sale D Class B Common Shares 47,000 24.37 1.15M 53,893 D
2025-08-15 Krishnamoorthy Venkatanarayanan Officer S-Sale D Class B Common Shares 18,988 24.00 455.7K 64,512 D
2025-08-13 Graves Megan Jane Officer S-Sale D Class B Common Shares 50,000 23.75 1.19M 104,674 D
2025-08-13 Baker Alexander James Officer S-Sale D Class B Common Shares 6,000 23.79 142.7K 116,338 D
2025-08-12 Graves Megan Jane Officer S-Sale D Class B Common Shares 50,000 23.27 1.16M 154,674 D
2025-06-02 Daws Adrian Joseph Officer S-Sale D Class B Common Shares 6,000 22.00 132.0K 190,440 D
2025-05-19 Vaughan Therese M Director P-Purchase A Class B Common Shares 4,750 21.05 100.0K 20,892 D
2025-05-16 Thomas Megan Jane Officer S-Sale D Class B Common Shares 25,000 21.02 525.5K 204,674 D
2025-05-15 Vaughan Therese M Director A-Award A Class B Common Shares 7,187 0.00 16,142 D
2025-05-15 Simmons Everard Barclay Director A-Award A Class B Common Shares 7,187 0.00 18,023 D
2025-05-15 Priebe David Director A-Award A Class B Common Shares 7,187 0.00 7,187 D
2025-05-15 Pestcoe Marvin Director A-Award A Class B Common Shares 7,187 0.00 63,619 D
2025-05-15 Patterson Alan Neil Director A-Award A Class B Common Shares 7,187 0.00 16,142 D
2025-05-15 Pacala Stephen Wilson Director A-Award A Class B Common Shares 7,187 0.00 57,018 D
2025-05-15 Karna Anu Director A-Award A Class B Common Shares 7,187 0.00 17,083 D
2025-05-15 Green Karen Ann Director 0 0.00 0
2025-05-15 Gauthier John J Director A-Award A Class B Common Shares 7,187 0.00 27,083 D
2025-05-15 BROWN DAVID A Director A-Award A Class B Common Shares 7,187 0.00 105,379 D
2025-03-19 Daws Adrian Joseph Officer S-Sale D Class B Common Shares 3,785 21.00 79.5K 199,923 D
2025-03-14 Thomas Megan Jane Officer S-Sale D Class B Common Shares 53,256 20.06 1.07M 229,674 D
2025-03-13 Bernhard Keith Donald Officer S-Sale D Class B Common Shares 15,000 20.30 304.5K 100,903 D
2025-03-11 Daws Adrian Joseph Officer S-Sale D Class B Common Shares 139 21.00 2.9K 203,708 D
2025-03-07 Daws Adrian Joseph Officer S-Sale D Class B Common Shares 11,076 20.69 229.2K 203,847 D
2025-03-05 Baker Alexander James Officer S-Sale D Class B Common Shares 6,000 0.00 122,338 D
2025-03-01 Levenson Jonathan B. Officer F-InKind D Class B Common Shares 1,457 19.56 28.5K 48,443 D
2025-03-01 Kuchma Anita Breslin Officer F-InKind D Class B Common Shares 1,164 19.56 22.8K 80,766 D
2025-03-01 Krishnamoorthy Venkatanarayanan Officer F-InKind D Class B Common Shares 882 19.56 17.3K 84,565 D
2025-03-01 Howie Craig Officer F-InKind D Class B Common Shares 6,959 19.56 136.1K 240,536 D
2025-03-01 Daws Adrian Joseph Officer F-InKind D Class B Common Shares 3,956 19.56 77.4K 214,923 D
2025-03-01 Albo Giuseppina Director / Officer F-InKind D Class B Common Shares 20,465 19.56 400.3K 1,122,543 D
2025-02-26 Thomas Megan Jane Officer A-Award A Class B Common Shares 29,319 0.00 248,355 D
2025-02-26 Levenson Jonathan B. Officer A-Award A Class B Common Shares 11,407 0.00 54,638 D
2025-02-26 Kuchma Anita Breslin Officer A-Award A Class B Common Shares 11,896 0.00 81,930 D
2025-02-26 Krishnamoorthy Venkatanarayanan Officer A-Award A Class B Common Shares 7,320 0.00 76,973 D
2025-02-26 Howie Craig Officer A-Award A Class B Common Shares 44,453 0.00 260,823 D
2025-02-26 Fisher Daniel Mark Officer A-Award A Class B Common Shares 11,686 0.00 98,989 D
2025-02-26 Deegan Brian John Officer A-Award A Class B Common Shares 15,970 0.00 71,088 D
2025-02-26 Daws Adrian Joseph Officer A-Award A Class B Common Shares 23,373 0.00 226,383 D
2025-02-26 Carreiro Gemma Elizabeth Officer A-Award A Class B Common Shares 14,015 0.00 138,615 D
2025-02-26 Bernhard Keith Donald Officer A-Award A Class B Common Shares 7,887 0.00 115,893 D
2025-02-26 Baker Alexander James Officer A-Award A Class B Common Shares 13,600 0.00 128,338 D
2025-02-26 Albo Giuseppina Director / Officer A-Award A Class B Common Shares 128,421 0.00 872,115 D
2025-01-21 Baker Alexander James Officer S-Sale D Class B Common Shares 4,000 0.00 80,872 D
2025-01-01 Thomas Megan Jane Officer M-Exempt D 2022 LTIP - Restricted Stock Units 7,872 0.00 0 D
2025-01-01 Levenson Jonathan B. Officer F-InKind D Class B Common Shares 1,711 19.03 32.6K 25,336 D
2025-01-01 Kuchma Anita Breslin Officer M-Exempt A Class B Common Shares 5,088 0.00 38,831 D
2025-01-01 Krishnamoorthy Venkatanarayanan Officer F-InKind D Class B Common Shares 1,989 19.03 37.9K 32,152 D
2025-01-01 Howie Craig Officer M-Exempt A Class B Common Shares 24,698 0.00 120,717 D
2025-01-01 Fisher Daniel Mark Officer M-Exempt A Class B Common Shares 5,708 0.00 48,968 D
2025-01-01 Deegan Brian John Officer M-Exempt D 2022 LTIP - Restricted Stock Units 4,723 0.00 0 D
2025-01-01 Daws Adrian Joseph Officer M-Exempt A Class B Common Shares 12,134 0.00 145,742 D
2025-01-01 Carreiro Gemma Elizabeth Officer M-Exempt A Class B Common Shares 6,653 0.00 91,388 D
2025-01-01 Bernhard Keith Donald Officer M-Exempt D 2022 LTIP - Restricted Stock Units 3,008 0.00 0 D
2025-01-01 Baker Alexander James Officer M-Exempt A Class B Common Shares 9,951 0.00 89,550 D
2025-01-01 Albo Giuseppina Director / Officer M-Exempt A Class B Common Shares 68,720 0.00 482,256 D
2024-12-26 Baker Alexander James Officer S-Sale D Class B Common Shares 4,000 0.00 79,599 D
2024-12-13 Krishnamoorthy Venkatanarayanan Officer S-Sale D Class B Common Shares 2,161 0.00 28,523 D
2024-12-13 Baker Alexander James Officer S-Sale D Class B Common Shares 4,000 0.00 83,599 D
2024-12-12 Krishnamoorthy Venkatanarayanan Officer S-Sale D Class B Common Shares 9,681 0.00 30,684 D
2024-11-25 Deegan Brian John Officer S-Sale D Class B Common Shares 17,500 19.18 335.7K 20,824 D
2024-11-22 Albo Giuseppina Director / Officer G-Gift A Class B Common Shares 55,000 0.00 273,799 I
2024-11-11 Thomas Megan Jane Officer M-Exempt D Restricted Stock Units 33,681 0.00 33,681 D
2024-11-11 Levenson Jonathan B. Officer M-Exempt A Class B Common Shares 8,420 0.00 24,898 D
2024-11-11 Kuchma Anita Breslin Officer F-InKind D Class B Common Shares 12,522 17.80 222.9K 33,743 D
2024-11-11 Krishnamoorthy Venkatanarayanan Officer M-Exempt A Class B Common Shares 25,261 0.00 47,969 D
2024-11-11 Howie Craig Officer M-Exempt A Class B Common Shares 50,522 0.00 118,042 D
2024-11-11 Fisher Daniel Mark Officer M-Exempt A Class B Common Shares 29,471 0.00 57,111 D
2024-11-11 Deegan Brian John Officer M-Exempt D Restricted Stock Units 19,367 0.00 19,367 D
2024-11-11 Daws Adrian Joseph Officer M-Exempt A Class B Common Shares 33,681 0.00 149,438 D
2024-11-11 Carreiro Gemma Elizabeth Officer M-Exempt A Class B Common Shares 29,471 0.00 84,735 D
2024-11-11 Bernhard Keith Donald Officer M-Exempt D Restricted Stock Units 5,894 0.00 5,894 D
2024-11-11 Baker Alexander James Officer M-Exempt A Class B Common Shares 29,471 0.00 87,599 D
2024-11-11 Albo Giuseppina Director / Officer M-Exempt D Restricted Stock Units 151,567 0.00 151,567 D
2024-06-13 Vaughan Therese M Director A-Award A Class B Common Shares 8,955 0.00 8,955 D
2024-06-13 Simmons Everard Barclay Director A-Award A Class B Common Shares 8,955 0.00 10,836 D
2024-06-13 Pestcoe Marvin Director A-Award A Class B Common Shares 8,955 0.00 56,432 D
2024-06-13 Patterson Alan Neil Director A-Award A Class B Common Shares 8,955 0.00 8,955 D
2024-06-13 Pacala Stephen Wilson Director A-Award A Class B Common Shares 8,955 0.00 49,831 D
2024-06-13 Karna Anu Director A-Award A Class B Common Shares 8,955 0.00 9,896 D
2024-06-13 Gauthier John J Director A-Award A Class B Common Shares 8,955 0.00 19,896 D
2024-06-13 Freda William C Director A-Award A Class B Common Shares 8,955 0.00 56,149 D
2024-06-13 BROWN DAVID A Director A-Award A Class B Common Shares 8,955 0.00 98,192 D
2024-06-01 COOPER BRADLEY E Director 0 0.00 0
2024-05-08 BSOF Master Fund L.P. 10% Owner S-Sale D Class A Common Stock 499,264 0.00 0
2023-12-19 Howie Craig Officer A-Award A Restricted Stock Units 101,044 0.00 101,044
2023-12-11 Gauthier John J Director P-Purchase A Class B Common Shares 3,605 15.41 55.6K 5,679
2023-11-22 Freda William C Director S-Sale D Class B Common Shares 5,099 15.00 76.5K 214,994
2023-11-14 Pestcoe Marvin Director P-Purchase A Class B Common Shares 16,666 15.00 250.0K 44,969
2023-11-14 Freda William C Director S-Sale D Class B Common Shares 29,743 15.00 446.1K 220,093
2023-11-09 Pestcoe Marvin Director D Class B Common Shares 0 0.00 28,303
2023-11-09 Howie Craig Officer D 2023 LTIP - Restricted Stock Unit 43,732 0.00 0
2023-11-09 Gauthier John J 0 0.00 0
2023-11-09 Freda William C Director I Class B Common Shares 0 0.00 249,836
2023-11-09 FRADIN RUSSELL P Director D Class B Common Shares 0 0.00 175,494

Executive team

Top executives
EBIT / Employee
1.41M
Shares Outstanding
99.77M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Giuseppina (Pina) Albo Chief Executive Officer 1.30M 3.90M 136.0K 5.34M 73.09%
2 2025 Craig Howie Chief Financial Officer 660.0K 1.54M 21.0K 2.22M 69.28%
3 2025 Megan Graves Former Chief Executive Officer of Hamilton Re 650.0K 1.08M 190.2K 1.92M 56.23%
4 2025 Adrian Daws Chief Executive Officer of Hamilton Re 660.0K 827.6K 245.1K 1.73M 47.76%
5 2025 Gemma Carreiro General Counsel 480.0K 516.0K 163.8K 1.16M 44.49%
6 2025 Alex Baker Chief Executive Officer of Hamilton Global Specialty 509.2K 500.7K 47.6K 1.06M 47.35%
7 2024 Giuseppina (Pina) Albo Chief Executive Officer 1.30M 3.58M 130.0K 5.01M 71.43%
8 2024 Megan Graves Chief Executive Officer of Hamilton Re 635.0K 944.0K 1.42M 208.7K 3.21M 29.41%
9 2024 Adrian Daws Chief Executive Officer of Hamilton International 491.7K 732.1K 1.11M 48.4K 2.38M 30.76%
10 2024 Craig Howie Chief Financial Officer 640.0K 1.38M 10.3K 2.03M 67.97%
11 2024 Megan Graves Former Chief Executive Officer of Hamilton Re 635.0K 944.0K 208.7K 1.79M 52.81%
12 2024 Adrian Daws Chief Executive Officer of Hamilton Re 491.7K 732.1K 48.4K 1.27M 57.55%
13 2024 Gemma Carreiro General Counsel 430.0K 400.0K 151.7K 981.7K 40.75%
14 2023 Pina Albo Chief Executive Officer 1.30M 500.0K 6.91M 3.95M 130.0K 12.79M 54.02%
15 2023 Giuseppina (Pina) Albo Chief Executive Officer 1.30M 500.0K 6.91M 3.95M 130.0K 12.79M 54.02%
16 2023 Craig Howie Chief Financial Officer 600.0K 500.0K 1.25M 1.62M 19.8K 3.99M 31.30%
17 2023 Craig Howie Group Chief Financial Officer and Group Chief Investment Officer 600.0K 500.0K 1.25M 1.62M 19.8K 3.99M 31.30%
18 2023 Megan Graves Former Chief Executive Officer of Hamilton Re 590.0K 100.0K 864.2K 1.40M 164.3K 3.12M 27.71%
19 2023 Megan Thomas Chief Executive Officer, Hamilton Re 590.0K 100.0K 864.2K 1.40M 164.3K 3.12M 27.71%
20 2023 Megan Graves Chief Executive Officer of Hamilton Re 590.0K 100.0K 864.2K 1.40M 164.3K 3.12M 27.71%
21 2023 Adrian Daws Chief Executive Officer, Hamilton Global Specialty 447.8K 102.4K 609.3K 1.08M 43.2K 2.28M 26.71%
22 2023 Adrian Daws Chief Executive Officer of Hamilton Re 447.8K 102.4K 609.3K 1.08M 43.2K 2.28M 26.71%
23 2023 Adrian Daws Chief Executive Officer of Hamilton International 447.8K 102.4K 609.3K 1.08M 43.2K 2.28M 26.71%
24 2023 Gemma Carreiro Group General Counsel, Secretary 400.0K 500.0K 351.6K 580.0K 187.2K 2.02M 17.42%
25 2023 Gemma Carreiro General Counsel 400.0K 500.0K 351.6K 580.0K 187.2K 2.02M 17.42%
26 2022 Giuseppina (Pina) Albo Chief Executive Officer 1.30M 2.60M 1.63M 149.0K 5.67M 45.82%
27 2022 Pina Albo Chief Executive Officer 1.30M 2.60M 1.63M 149.0K 5.67M 45.82%
28 2022 Craig Howie Group Chief Financial Officer and Group Chief Investment Officer 600.0K 600.0K 900.0K 640.0K 18.3K 2.76M 32.63%
29 2022 Craig Howie Chief Financial Officer 600.0K 600.0K 900.0K 640.0K 18.3K 2.76M 32.63%
30 2022 Megan Graves Chief Executive Officer of Hamilton Re 560.0K 700.0K 525.0K 123.5K 1.91M 36.68%
31 2022 Megan Thomas Chief Executive Officer, Hamilton Re 560.0K 700.0K 525.0K 123.5K 1.91M 36.68%
32 2022 Adrian Daws Chief Executive Officer, Hamilton Global Specialty 383.4K 473.2K 464.8K 38.3K 1.36M 34.80%
33 2022 Adrian Daws Chief Executive Officer of Hamilton International 383.4K 473.2K 464.8K 38.3K 1.36M 34.80%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-24 DEFA14A
2026-03-24 DEF 14A
2025-03-27 DEFA14A
2025-03-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 4/A
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4
2026-05-07 4

Executive team

NameTitleCompensationGender
Giuseppina Carmela Albo Chief Executive Officer & Director 5M female
Craig William Howie Group Chief Financial Officer & Chief Investment Officer 2M male
Adrian Joseph Daws Chief Executive Officer of Hamilton Re 2M male
Gemma Elizabeth Carreiro Group General Counsel, Corporate Secretary & Data Protection Officer 2M female
Alexander James Baker Chief Executive Officer of Hamilton Global Specialty 1M male
Daniel Fisher Group Head of Human Resources, Communications & Culture male
Darian Niforatos VP & Head of Investor Relations female
Jonathan Levenson Group Treasurer and Head of Investor Relations male
Keith Bernhard Group Chief Audit Officer male
Moussa Thiam Group Head of Compliance male
Raymond Joseph Karrenbauer Group Chief Information Officer male
Sanford I. Weill Consultant male
ESG Rating
B-
INSURANCE - REINSURANCE
2026
E (Environmental)
94.4 / 58.8
Company / Sector avg.
S (Social)
96.0 / 57.3
Company / Sector avg.
G (Governance)
78.1 / 67.4
Company / Sector avg.
ESG Total
89.5 / 61.2
Company / Sector avg.
ESG Score History INSURANCE - REINSURANCE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits