Entity tied to Hamilton Insurance (NYSE: HG) director sells 12,700 Class B shares
An entity affiliated with Hamilton Insurance Group director David A. Brown, Leyton Ltd., sold 12,700 Class B Common Shares on May 15, 2026. The open-market transactions were executed at a weighted average price of $31.8202 per share. Following the sale, Leyton Ltd. indirectly holds 487,300 Class B Common Shares, and David A. Brown directly owns 110,308 Class B Common Shares.
Hamilton Insurance (HG) treasurer sells 6,075 Class B shares in open-market trade
Jonathan B. Levenson, Group Treasurer of Hamilton Insurance Group, Ltd. (HG), sold 6,075 Class B Common Shares in an open-market transaction on May 13, 2026, at $30.61 per share. Following this sale, Levenson directly holds 39,629 Class B Common Shares, which include restricted stock units. This transaction represents a net sale of shares worth approximately $185,956 and was reported via a Form 4 SEC filing.
Wellington affiliates hold 6.19% of Hamilton Insurance (HG) in 13G/A
Wellington Management Group LLP and its affiliated entities have reported a 6.19% beneficial ownership stake in Hamilton Insurance Group, Ltd. (HG) as of March 31, 2026, according to a recent Schedule 13G/A SEC filing. This passive investment includes shared dispositive power over 4,144,257 shares and shared voting power over 2,688,619 shares, held on behalf of clients of Wellington Investment Advisers. The filing outlines the chain of control among Wellington affiliates and specifies that no single client is known to own more than 5% of the class independently.
A Look At Hamilton Insurance Group (HG) Valuation After Strong One Year Shareholder Returns
Hamilton Insurance Group (HG) has seen significant shareholder returns, with its stock up 58.7% over the past year, despite recent short-term dips. The company is currently trading below its average analyst price target and a modeled intrinsic value, suggesting it might be undervalued. The narrative for its valuation is driven by premium growth in specialty and reinsurance, although this depends on contained loss volatility and managed competitive pressures.
[Form 4] Hamilton Insurance Group, Ltd. Insider Trading Activity
Jonathan B. Levenson, the Group Treasurer of Hamilton Insurance Group, Ltd. (NYSE: HG), sold 3,030 Class B Common Shares at $30.67 per share on May 8, 2026. Following this open-market sale, Levenson directly holds 45,704 shares, which include restricted stock units. This transaction indicates a net-sell direction and was reported in an SEC Form 4 filing.
Should Hamilton’s Strong Q1 Results and Capital Returns Strategy Require Action From Hamilton Insurance Group (HG) Investors?
Hamilton Insurance Group reported strong Q1 2026 results with US$758.91 million in revenue and US$133.54 million net income, along with a special dividend and continued share repurchases. The company's enhanced underwriting profitability, especially in its Bermuda segment, and active capital returns, support its investment narrative. Investors should weigh this progress against ongoing exposure to high-severity, low-frequency events and potential loss volatility in the specialty and reinsurance markets.
Hamilton Insurance (HG) awards 4,929 RSUs to director Priebe
Hamilton Insurance Group, Ltd. (HG) director David Priebe was granted 4,929 restricted stock units (RSUs) as part of his annual compensation. This grant, valued at $150,000 based on a share price of $30.43 on May 5, 2026, increases his direct holdings to 12,116 Class B common shares. The RSUs will cliff vest on the earlier of one year from the grant date or the next annual general meeting.
Hamilton Insurance Adds Industry Veteran Peter Wilson to Board
Hamilton Insurance Group, Ltd. appointed Peter W. Wilson, an industry veteran with three decades of leadership experience, to its Board of Directors during its 2026 Annual General Meeting. Wilson's extensive background in global specialty, commercial, and professional liability markets, including his tenure as CEO of AXIS Insurance, is expected to bolster Hamilton's long-term strategy and growth ambitions. Analysts currently rate Hamilton Insurance Group (HG) stock as a Buy with a $37.00 price target, and TipRanks' AI Analyst, Spark, assigns an "Outperform" rating due to strong financial performance and attractive valuation.
Hamilton Insurance (HG) grants $150K in RSUs to board director
Hamilton Insurance Group (HG) has granted 4,929 Class B common share Restricted Stock Units (RSUs), valued at $150,000, to board director Marvin Pestcoe. The grant was based on the May 5, 2026 closing share price of $30.43, and the RSUs will cliff vest on the earlier of one year from the grant date or the next annual general meeting. Following this award, Pestcoe directly holds 68,548 shares including RSUs.
[Form 4] Hamilton Insurance Group, Ltd. Insider Trading Activity
Hamilton Insurance Group director Karen Ann Green reported insider trading activity involving Class B Common Shares. She received an annual grant of 4,929 restricted stock units valued at $150,000, determined by the closing share price of $30.43 on May 5, 2026. Simultaneously, 3,378 shares were withheld to cover tax obligations from the vesting of her RSUs. Following these transactions, her direct holdings, including RSUs, increased to 12,116 shares.
Hamilton Insurance (HG) grants $150K in RSUs to director
Hamilton Insurance Group (HG) director Simmons Everard Barclay received an annual equity award of 4,929 restricted stock units (RSUs) of Class B Common Shares. This grant, valued at $150,000, was based on the May 5, 2026 closing share price of $30.43. The RSUs will cliff vest on the earlier of one year from the grant date or the next annual general meeting, bringing Barclay's total direct holdings to 22,952 Class B Common Shares including these RSUs.
Hamilton Insurance (NYSE: HG) officer trims stake with 11,000-share sale
Hamilton Insurance Group's Group Chief Accounting Officer, Brian John Deegan, sold 11,000 Class B common shares at a weighted average price of $30.6949 per share on May 5, 2026. Following this transaction, Deegan retains 71,347 Class B common shares, which include restricted stock units. The sale, detailed in an SEC Form 4 filing, signals a moderate and negative filing sentiment.
Hamilton Insurance Group (HG) director receives $150,000 RSU grant in Class B shares
Hamilton Insurance Group (HG) director Peter W. Wilson was granted 4,929 Class B common share Restricted Stock Units (RSUs) as part of his annual non-employee director compensation. The grant, valued at $150,000, was based on the company's closing share price of $30.43 on May 5, 2026. These RSUs will cliff vest on the earlier of one year from the grant date or the next annual general meeting.
Director at Hamilton Insurance (HG) receives $150,000 RSU grant
Hamilton Insurance Group director Alan Neil Patterson was granted 4,929 restricted stock units (RSUs) as part of his annual compensation, valued at $150,000 based on the May 5, 2026 closing share price of $30.43. These RSUs will cliff vest on the earlier of one year from the grant date or the next annual general meeting. Following this grant, Patterson's direct holdings amount to 21,071 Class B shares and indirect holdings of 21,135 Class B shares through Doublehead Investment Holdings Limited.
Hamilton Insurance (HG) director granted 4,929 RSUs and holds 610k shares
Hamilton Insurance Group's director, David A. Brown, was granted 4,929 Class B common share RSUs as part of the Non-Employee Director Compensation Program. These RSUs, valued at $150,000, will cliff vest on the earlier of one year from the grant date or the next annual general meeting. Following this grant, Brown directly holds 110,308 Class B common shares and indirectly holds 500,000 through Leyton Ltd., an investment holding company tied to a family trust.
Hamilton Insurance (HG) amends insider filing for 20,000 RSU grant
Hamilton Insurance Group's CEO of Hamilton Re, Adrian Joseph Daws, received a grant of 20,000 restricted stock units (RSUs). An amended Form 4/A filing corrects an earlier statement, adjusting Daws's post-transaction holdings by 61 shares due to a tax withholding calculation. The RSUs vest in three equal annual installments starting March 1, 2027, with 4,699 shares withheld to cover tax obligations.
Analysts Offer Insights on Financial Companies: Jackson Financial Incorporation (JXN), S&P Global (SPGI) and KKR & Co (KKR)
Three analysts have issued bullish ratings for Jackson Financial Incorporation (JXN), S&P Global (SPGI), and KKR & Co (KKR). Barclays analysts maintained Buy ratings for all three companies, setting price targets that suggest significant upside from current levels. The consensus among analysts for these financial companies ranges from Moderate Buy to Strong Buy.
Hamilton Insurance (NYSE: HG) holders elect Wilson, back pay and auditor
Hamilton Insurance Group (NYSE: HG) shareholders elected all eleven Class B director nominees, including new director Peter W. Wilson, to the Board at their 2026 Annual General Meeting. Wilson was also appointed to the Technology, Nominating and Governance, and Underwriting and Risk Committees. Additionally, shareholders approved the fiscal 2025 executive compensation on a non-binding advisory basis and ratified Ernst & Young Ltd. as the independent registered public accounting firm for 2026.
Hamilton Insurance Adds Industry Veteran Peter Wilson to Board
Hamilton Insurance Group, Ltd. (HG) announced the election of industry veteran Peter W. Wilson to its Board of Directors at its 2026 Annual General Meeting. Wilson, with three decades of experience in the global specialty, commercial, and professional liability markets, including serving as CEO of AXIS Insurance, is expected to bolster Hamilton's strategic growth and governance. Analysts currently rate HG stock as a Buy with a $37.00 price target, and TipRanks’ AI Analyst, Spark, rates it as Outperform due to strong financial performance and attractive valuation.
Full Transcript: Hamilton Insurance Group Q1 2026 Earnings Call
Hamilton Insurance Group Ltd reported strong Q1 2026 results with $134 million net income and a 19% annualized return on equity, despite competitive market conditions. The company emphasized disciplined underwriting, resulting in an 11% increase in gross premiums written to $940 million and a combined ratio of 89.8%. Hamilton also announced a new casualty reinsurance sidecar and capital management actions including a $200 million special dividend and $20 million in share repurchases.
Hamilton Insurance Group Q1 Earnings Margins Reinforce Bullish Profit Narrative
Hamilton Insurance Group (HG) opened Q1 2026 with strong revenue and EPS, showcasing continued earnings expansion. The company's net margin improved to 21.7% from 13.3% a year prior, supporting a bullish outlook on its profitability driven by stronger underwriting and specialty lines. Despite a modest 1% expected earnings growth from analysts and slower revenue growth compared to the wider US market, the 5x P/E ratio suggests the market might be undervalueing its current profitability.
Hamilton (NYSE: HG) boosts Q1 2026 profit, 24.1% operating ROE and special dividend
Hamilton Insurance Group (NYSE: HG) reported a strong first quarter for 2026, with net income attributable to common shareholders rising to $133.5 million and operating income reaching $166.7 million. The company achieved an annualized operating return on equity of 24.1% and significantly improved its combined ratio to 89.8%. Hamilton also returned capital to shareholders through a $2.00 per share special dividend and share repurchases, while growing gross premiums written by 11.5%.
Analysts Are Neutral on These Financial Stocks: Brown & Brown (BRO), Visa (V)
Analysts have issued neutral ratings for financial stocks Brown & Brown (BRO) and Visa (V), indicating neither a bullish nor bearish outlook. Barclays maintained a Hold rating on Brown & Brown with a $72.00 price target, while Monness maintained a Hold rating on Visa. The article also mentions Flagstar Financial received a reiterated Hold rating from Bank of America Securities, with a $15.00 price target.
A Look At Hamilton Insurance Group (HG) Valuation After New Reinsurance Sidecar And Earnings Concerns
Hamilton Insurance Group (HG) has gained attention due to a new casualty reinsurance sidecar established with Sixth Street, despite analyst concerns about softer sales and earnings. The stock has shown strong recent performance, but its current price is nearing analyst targets, raising questions about future buying opportunities given a reported 71% intrinsic discount and potential headwinds. The article suggests evaluating the company's valuation through historical data, analyst forecasts, and underlying financial health.
A Look At Hamilton Insurance Group (HG) Valuation After New Casualty Reinsurance Sidecar With Sixth Street
Hamilton Insurance Group (HG) has established a multi-year casualty reinsurance sidecar with Sixth Street, a move that coincides with strong share price momentum and investor interest. The stock is considered 2.5% undervalued, trading at $32.03 against a narrative fair value of $32.86, according to analysts who have a consensus price target of $32.86. This valuation assumes disciplined revenue growth and stable margins, with risks tied to potential shocks in specialty and reinsurance lines and rising costs.
Director Bradley Cooper buys 99 Hamilton Insurance (HG) Class B shares in open market
Hamilton Insurance Group director Bradley E. Cooper purchased 99 Class B Common Shares in an open-market transaction at $31.01 each. Following this acquisition, Cooper directly owns 99 Class B Common Shares. The transaction was disclosed via a Form 4 SEC filing, providing transparency on insider trading activity.
Understanding Momentum Shifts in (HG)
This article analyzes Hamilton Insurance Group Ltd. Class B (NYSE: HG), indicating a near-term neutral sentiment despite mid and long-term strength. It highlights a unique 18.8:1 risk-reward short setup and provides detailed AI-generated trading strategies for different risk profiles, including position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal analysis, showing varying support and resistance levels.
Morgan Stanley Sticks to Their Hold Rating for Hamilton Insurance Group, Ltd. Class B (HG)
Morgan Stanley has reiterated its Hold rating on Hamilton Insurance Group, Ltd. Class B (HG), setting a price target of $30.00. This decision comes despite the company reporting significantly increased revenue and net profit in its latest quarterly earnings. Analyst Bob Huang, who covers the financial sector, issued the report.
Analysts Conflicted on These Financial Names: Aon (AON), SuRo Capital (SSSS) and Willis Towers Watson (WTW)
Analysts have issued conflicting ratings for several financial companies. Wells Fargo maintained a Buy rating on Aon (AON), while BTIG maintained a Buy rating on SuRo Capital (SSSS). Cantor Fitzgerald analyst Ryan Tunis, however, maintained a Hold rating on Willis Towers Watson (WTW).
Analysts Conflicted on These Financial Names: Aon (AON), SuRo Capital (SSSS) and Willis Towers Watson (WTW)
Analysts from Wells Fargo and BTIG maintained Buy ratings for Aon (AON) and SuRo Capital (SSSS), respectively, seeing significant upside potential for both stocks. Conversely, Cantor Fitzgerald maintained a Hold rating on Willis Towers Watson (WTW). These varying analyst opinions reflect a mixed outlook on these financial sector companies.
Analysts Offer Insights on Financial Companies: Axis Capital (AXS) and RLI (RLI)
Wells Fargo analyst Elyse Greenspan maintained a Buy rating on Axis Capital (AXS) with a price target of $123.00, while KBW also maintained a Buy rating with a $126.00 price target, leading to a Strong Buy consensus for AXS. For RLI, Wells Fargo analyst Hristian Getsov maintained a Hold rating with a price target of $55.00, resulting in an analyst consensus of Hold for RLI.
Analysts’ Opinions Are Mixed on These Financial Stocks: Chubb (CB) and Intercontinental Exchange (ICE)
Barclays analysts have issued ratings on two financial stocks: Chubb (CB) and Intercontinental Exchange (ICE). Chubb received a Hold rating with a price target of $374.00, while Intercontinental Exchange was given a Buy rating with a target of $198.00. Goldman Sachs also maintained a Buy rating on ICE with a $205.00 price target, highlighting a strong upside for the stock.
Hamilton Insurance Restructures Two Sigma Investment Agreement
Hamilton Insurance Group, Ltd. and its subsidiary Hamilton Re, Ltd. have entered into a new Investment Agreement with Two Sigma entities, replacing a previous commitment framework. This updated agreement governs Hamilton Re's investment in the Two Sigma Hamilton Fund, establishing a minimum investment requirement, a two-tier withdrawal structure, and new governance terms. The previous agreement was terminated on April 1, 2026, aiming to streamline Hamilton's capital management and liquidity within this partnership.
Hamilton Insurance (NYSE: HG) revises $1.8B Two Sigma fund commitment
Hamilton Insurance Group, Ltd. (NYSE: HG) has revised its commitment to the Two Sigma Hamilton Fund by entering into a new Investment Agreement on April 1, 2026. This agreement replaces a prior one from 2023, setting a new minimum commitment of the lesser of $1.8 billion or 60% of net tangible assets for Hamilton Re. The new structure introduces two capital tiers, Sub-Series A and Sub-Series B, with differentiated withdrawal terms to manage liquidity.
Analysts Are Neutral on Top Financial Stocks: Renaissancere Holdings (RNR), AllianceBernstein (AB)
Analysts have issued neutral ratings for Renaissancere Holdings (RNR) and AllianceBernstein (AB), suggesting neither a bullish nor bearish outlook on these financial stocks. KBW analyst Meyer Shields maintained a Hold rating for Renaissancere Holdings with a $323.00 price target, while Barclays analyst Benjamin Budish maintained a Hold rating for AllianceBernstein with a $41.00 price target. The consensus for both companies among analysts is a "Hold" rating.
A Look At Hamilton Insurance Group (HG) Valuation As Sales And Earnings Concerns Influence Investor Sentiment
Hamilton Insurance Group (HG) is under investor scrutiny due to projected sales declines and falling earnings per share, despite a strong 1-year total shareholder return of 47.10%. The company is considered undervalued by analysts with a fair value of $32.86 against its current trading price, driven by an upgraded AM Best rating and attractive risk-adjusted returns in the reinsurance market. However, this valuation depends on specialty and reinsurance risks remaining contained and expense ratios not eroding margins more than anticipated.
Hamilton Insurance (HG) 2025: $577M profit, $2.9B premiums and strong capital
Hamilton Insurance Group reported a significant increase in net income to $577 million in 2025, a 44% rise from the previous year, with gross premiums written reaching $2.9 billion and a strong return on average equity of 22%. The company maintains a robust financial position with $2.8 billion in shareholders' equity and $6.2 billion in cash and invested assets, including substantial allocation to the Two Sigma Hamilton Fund. Key to their success are disciplined underwriting, strategic growth across diversified platforms, and a unique investment management relationship with Two Sigma, underscoring solid profitability and capital strength.
Analysts Are Bullish on Top Financial Stocks: Arthur J Gallagher & Co (AJG), Mastercard (MA)
The article highlights bullish analyst ratings for two major financial stocks, Arthur J Gallagher & Co (AJG) and Mastercard (MA). Wells Fargo and RBC Capital issued "Buy" ratings for AJG, while Wells Fargo and Bank of America Securities gave "Buy" ratings to Mastercard, projecting significant upside for both companies.
KBW Keeps Their Buy Rating on Hamilton Insurance Group, Ltd. Class B (HG)
KBW analyst Thomas McJoynt Griffith has reiterated a Buy rating on Hamilton Insurance Group, Ltd. Class B (HG) with a price target of $34.00, following the company's strong financial performance. Hamilton Insurance reported significant increases in quarterly revenue and net profit for the period ending December 31. The analyst consensus for HG remains a Moderate Buy with an average price target of $33.50.
Analysts’ Opinions Are Mixed on These Financial Stocks: Progressive (PGR), CPI Card Group (PMTS) and Artisan Partners (APAM)
Analysts have provided mixed ratings for three financial stocks: Progressive (PGR), CPI Card Group (PMTS), and Artisan Partners (APAM). Morgan Stanley maintained a Sell rating for Progressive, while D.A. Davidson issued a Buy rating for CPI Card Group. TD Cowen maintained a Hold rating for Artisan Partners, reflecting varying perspectives on these companies' financial outlooks.
Hamilton Insurance Appoints Roston to Board, Committees
Hamilton Insurance Group, Ltd. Class B (HG) has appointed Marc N. Roston to its Board of Directors, succeeding H. Hawes Bostic, III. Roston will also serve on the Board's Investments and Technology Committees, bringing over 30 years of experience in financial analysis and business strategy. His appointment is expected to bolster Hamilton's oversight in capital deployment and technology as it pursues its growth strategy following its NYSE listing.
Hamilton Insurance (NYSE: HG) CEO granted 20,000 RSUs, 4,760 shares withheld for taxes
Adrian Joseph Daws, CEO of Hamilton Re (NYSE: HG), had two equity transactions on March 2, 2026. He disposed of 4,760 Class B common shares to cover tax obligations from vesting restricted stock units and received a grant of 20,000 new restricted stock units. After these transactions, Daws directly holds 212,486 shares, including restricted stock units, with the new RSUs vesting in three equal annual installments starting March 1, 2027.
Hamilton Insurance (HG) awards 6,874 RSUs to Group Chief Risk Officer
Hamilton Insurance Group (HG) has awarded Group Chief Risk Officer Russell John Buckley 6,874 restricted stock units (RSUs) as part of his equity compensation. These RSUs, valued at $0.00 per share, represent a contingent right to receive Class B common shares and will vest in three equal annual installments starting March 1, 2027, provided Buckley remains with the company. The grant is made under the Hamilton Insurance Group, Ltd. Equity Incentive Plan.
Hamilton (NYSE: HG) CFO gets RSUs, withholds shares for taxes
Hamilton Insurance Group's CFO, Craig Howie, recently had 11,729 Class B common shares withheld to cover tax obligations from vesting restricted stock units (RSUs). This transaction occurred on March 2, 2026, at a share price of $31.59. On the same date, Howie also received a grant of 32,472 RSUs, which will vest in three equal annual installments starting March 1, 2027, contingent on his continued employment.
14,245 RSUs granted to Hamilton Insurance (HG) executive
Hamilton Insurance Group, Ltd. CEO of Hamilton Global Specialty, Baker Alexander James, received 14,245 Class B restricted stock units (RSUs) as an equity award without cash cost. These RSUs will vest in three equal annual installments starting March 1, 2027, provided he continues his service with the company. Following this grant, his total direct holdings of Class B common shares, including RSUs, now amount to 110,291 shares.
Hamilton Insurance Group (HG) grants 10,882 RSUs, withholds 2,970 shares for taxes
Hamilton Insurance Group (HG) executive Daniel Mark Fisher was granted 10,882 restricted stock units (RSUs) and had 2,970 shares withheld for tax obligations related to vested RSUs. The tax withholding was based on a share price of $31.59. The newly granted RSUs will vest in three equal annual installments starting March 1, 2027, contingent on continued service, and will convert into Class B common shares.
Equity award: Hamilton Insurance Group (HG) grants 12,832 RSUs to CUO
Hamilton Insurance Group (HG) announced that its Chief Underwriting Officer, Timothy James Duffin, was granted 12,832 restricted stock units (RSUs) as part of the company's equity incentive plan, as reported in a Form 4 SEC filing. These RSUs will vest in three equal annual installments starting March 1, 2027, provided Duffin continues his service. Following this grant, Duffin's direct ownership, including RSUs, increased to 251,959 Class B common shares.
Hamilton Insurance (HG) awards 16,760 RSUs to general counsel
Hamilton Insurance Group, Ltd. (HG) reported that its Group General Counsel, Gemma Elizabeth Carreiro, was granted 16,760 Restricted Stock Units (RSUs). This award increases her total direct holdings to 190,615 shares, including RSUs. The RSUs will vest in three equal annual installments starting on March 1, 2027, contingent on her continued service.
Hamilton (HG) executive awarded 9,198 shares, 2,198 withheld for taxes
Hamilton Insurance Group, Ltd. CEO of Hamilton Select, Anita Breslin, reported two Class B Common Share transactions. She disposed of 2,198 shares at $31.59 per share to cover tax obligations and received a grant of 9,198 shares. Following these transactions, her direct holdings in the company increased to 89,278 shares.
Hamilton Insurance (HG) CIO receives 8,428 RSUs vesting from 2027
Hamilton Insurance Group's Chief Information Officer, Raymond Karrenbauer, was granted 8,428 restricted stock units (RSUs) under the company’s Equity Incentive Plan. These RSUs will convert into Class B common shares, with vesting occurring in three equal annual installments starting on March 1, 2027, provided Karrenbauer remains employed by the company. The grant was reported in an SEC Form 4 filing, indicating it as a compensatory award rather than a cash transaction.
