Hamilton Insurance Group, Ltd. (HG)
Pembroke, HM, BM
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.
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No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.61% | +1.55% | -0.52% | -0.97% | +15.89% | +10.07% | +49.95% | +104.73% | +104.73% | +104.73% | +104.73% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 1 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Wells Fargo | Overweight | Overweight | Maintain |
| 2026-05-01 | Citizens | Market Outperform | Market Outperform | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
| 48 | DEUTSCHE BANK AG\ | 135.1K -67.6K (-33.3%) | 3.77M -1.3M (-25.0%) | 0.13% -0.067 pp | 0.00% -0.001 pp | USD20.36 +37.0% | 7 qtrs — |
| 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for HG
Short-term intention
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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