Integrated Wealth Concepts LLC
Position in HG — Hamilton Insurance Group, Ltd.
CIK 1737109
WALTHAM, MA
Position in HG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,593,918
-$92,788 QoQ
Shares Held
120,480
-8.8% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $8,241,778 across 3 Insurance - Reinsurance names. HG ranks #2 (43.6% of the industry book) .
All Filings in HG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,593,918 | 120,480 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,686,706 | 132,140 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,962,147 | 159,764 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||