Donald Smith & CO. Inc. Acquires New Position in Hamilton Insurance Group, Ltd. $HG

Posted by Brian Himes on Aug 22nd, 2026

Donald Smith & CO. Inc. acquired a new stake in Hamilton Insurance Group, Ltd. (NYSE:HG – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 880,490 shares of the company’s stock, valued at approximately $29,884,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. AQR Capital Management LLC lifted its holdings in shares of Hamilton Insurance Group by 186.0% in the 1st quarter. AQR Capital Management LLC now owns 57,399 shares of the company’s stock valued at $1,190,000 after buying an additional 37,329 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Hamilton Insurance Group by 9.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,596 shares of the company’s stock worth $510,000 after acquiring an additional 2,071 shares during the period. Millennium Management LLC grew its holdings in Hamilton Insurance Group by 9.7% during the first quarter. Millennium Management LLC now owns 442,820 shares of the company’s stock worth $9,180,000 after acquiring an additional 39,020 shares during the period. Goldman Sachs Group Inc. raised its position in Hamilton Insurance Group by 8.1% in the first quarter. Goldman Sachs Group Inc. now owns 279,653 shares of the company’s stock worth $5,797,000 after acquiring an additional 20,926 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Hamilton Insurance Group by 87.2% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 85,739 shares of the company’s stock worth $1,777,000 after acquiring an additional 39,927 shares in the last quarter. Institutional investors and hedge funds own 29.17% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have commented on HG shares. UBS Group set a $33.00 target price on shares of Hamilton Insurance Group in a research report on Thursday, May 21st. Citizens Jmp increased their price target on shares of Hamilton Insurance Group from $40.00 to $42.00 and gave the company a “market outperform” rating in a report on Friday, August 7th. Keefe, Bruyette & Woods raised their price objective on shares of Hamilton Insurance Group from $39.00 to $40.00 and gave the company an “outperform” rating in a research note on Wednesday, August 12th. Citigroup reissued a “neutral” rating on shares of Hamilton Insurance Group in a report on Wednesday, August 12th. Finally, Weiss Ratings upgraded shares of Hamilton Insurance Group from a “buy (b)” rating to a “buy (b+)” rating in a research report on Friday, June 12th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $36.12.

Check Out Our Latest Research Report on Hamilton Insurance Group

Hamilton Insurance Group Stock Performance

Shares of HG stock opened at $34.90 on Friday. The stock has a fifty day moving average price of $34.42 and a 200 day moving average price of $31.87. The company has a debt-to-equity ratio of 0.05, a quick ratio of 0.65 and a current ratio of 0.65. The stock has a market cap of $3.44 billion, a PE ratio of 6.08 and a beta of 0.33. Hamilton Insurance Group, Ltd. has a 1 year low of $22.66 and a 1 year high of $37.31.

Hamilton Insurance Group (NYSE:HG – Get Free Report) last posted its earnings results on Wednesday, July 1st. The company reported $1.56 earnings per share for the quarter. Hamilton Insurance Group had a return on equity of 22.60% and a net margin of 19.56%.The company had revenue of $839.58 million for the quarter. Sell-side analysts forecast that Hamilton Insurance Group, Ltd. will post 4.89 earnings per share for the current fiscal year.

Hamilton Insurance Group Company Profile

(Free Report)

Hamilton Insurance Group Ltd. is a Bermuda-based insurance and reinsurance holding company that trades on the New York Stock Exchange under the symbol HG. The company focuses on specialty lines of property and casualty insurance and reinsurance, providing tailored solutions to clients around the world. Its underwriting platform is designed to address complex and niche risks across multiple industry sectors.

Established in 2016 and completing its initial public offering in 2017, Hamilton has concentrated on building a diversified portfolio of insurance and reinsurance products.