Hamilton Insurance Group, Ltd. Class B (HG)

Over the past six months, Hamilton Insurance Group's stock has increased by 31.04%. The stock has received positive analyst ratings and price target increases from Weiss Ratings, Citigroup, JMP Securities, Wells Fargo & Company, Zacks Research, Keefe Bruyette, Morgan Stanley and Barclays. Hamilton reported its second-quarter 2025 results on August 6, 2025, and is scheduled to report its third-quarter 2025 financial results on November 4, 2025. In Q1 2025, Hamilton experienced a $58 million underwriting loss, primarily due to a California wildfire catastrophe loss estimate. Insiders have sold 71,988 shares of company stock valued at $1,743,842 over the last ninety days. Hamilton Insurance Group amended two credit facility agreements in October 2025. Mike Mulray was appointed Chief Underwriting Officer of Hamilton Select on October 13, 2025, and Russ Buckley was appointed Group Chief Risk Officer at Hamilton on August 6, 2025.

Demand for insurance and reinsurance products and services is subject to seasonality driven by natural disaster seasons, property-related seasons, and reinsurance renewal dates. Claims volumes and demand for coverage surge during predictable annual weather events. Home-buying and construction seasons can lead to increased demand for property insurance. The reinsurance market experiences strong seasonality around key renewal dates, particularly January 1st and July 1st.

Hamilton Insurance Group Ltd. is a Bermuda-headquartered specialty insurance and reinsurance company that underwrites risks globally through its wholly-owned subsidiaries, operating within the Fire, Marine & Casualty Insurance sector and the Insurance - Reinsurance industry. The company operates three primary underwriting platforms: Hamilton Global Specialty, Hamilton Select, and Hamilton Re. Its major products and services include casualty reinsurance, property reinsurance and insurance, and specialty reinsurance and insurance solutions.

Hamilton Insurance Group Ltd. underwrites specialty insurance and reinsurance risks on a global basis. The company has underwriting operations located in Bermuda, London, Dublin, and the United States.

Hamilton Insurance Group generally maintains a positive brand reputation, as reflected by analyst ratings and market sentiment. The company has received positive ratings from various analysts and is often mentioned as undervalued. Positive events contributing to its reputation include strong financial performance, strategic appointments, and financial flexibility.

Hamilton Insurance Group Ltd. has a diverse ownership structure, with institutional investors holding a significant portion. Approximately 73.92% of the shares are held by institutions. Major institutional owners include Magnitude Capital, LLC, Wellington Management Group Llp, Morgan Stanley, BlackRock, Inc., Nuveen, LLC, American Century Companies Inc, Fidelity International Small Cap Fund (FISMX), Fidelity Low-Priced Stock Fund (FLPSX), Fidelity Series Intrinsic Opportunities Fund (FDMLX), Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX), Arrowstreet Capital, Limited Partnership, Private Management Group Inc and GAMMA Investing LLC. Hamilton Investments LP is noted as a significant individual shareholder, owning 4.47% of the company's shares.