Hamilton Insurance Group, Ltd. Class B (HG)

Hamilton Insurance Group's stock price has shown significant growth, with a 44.65% increase over the last year. In Q3 2025, Hamilton reported a net income of $136 million and an annualized return on average equity of 21%. Hamilton announced a common share repurchase authorization on November 4, 2025, and reported its Q3 2025 results on the same day. Board Chair appointments at Hamilton Global Specialty were announced on October 28, 2025, and Mike Mulray was appointed as Chief Underwriting Officer of Hamilton Select on October 13, 2025. There has been significant insider selling over the past three months, with insiders selling $1,625,976.00 in company stock. The stock reached a 52-week high of $27.88 on November 25, 2025.

Seasonality is inherent in the insurance and reinsurance industry, particularly in property catastrophe markets. The specialty insurance market, where Hamilton operates, is experiencing robust growth due to technological innovation, evolving customer expectations, and new risk categories like climate-related catastrophes and cyber threats. This is leading to significant expansion in the specialty insurance sector.

Hamilton Insurance Group Ltd. is a Bermuda-headquartered specialty insurance and reinsurance company operating globally within the Financial Services sector. It operates through three principal platforms: Hamilton Global Specialty, Hamilton Select, and Hamilton Re, categorized into International and Bermuda segments. The company offers casualty reinsurance products, property reinsurance and insurance, specialty reinsurance solutions, Hamilton Global Specialty Products, and Hamilton Select Products.

Hamilton Insurance Group operates globally, with underwriting operations located in London, Dublin, Bermuda, and the United States.

Hamilton Insurance Group has maintained a positive brand reputation, receiving an improved A.M. Best rating. The company is regarded as a valuable and reliable partner by its customers and brokers, recognized for its capacity, responsiveness, and ability to meet their needs. There were no prominent negative events explicitly affecting Hamilton Insurance Group's reputation reported in the past year.

Hamilton Insurance Group is owned by a mix of institutional shareholders, insiders, and retail investors. Approximately 50.47% of the stock is held by institutional shareholders, with major holders including Magnitude Capital LLC and Wellington Management Group LLP. Insiders own 9.37% of the company, and retail investors hold 40.17% of the stock. Hamilton Investments LP is the largest individual shareholder, owning 4.61% of the company.