Feed / HG

Hamilton Insurance Group, Ltd.

HG

Financial Services · 33.60 +0.7% today

Isolated · not yet confirmedMarket checked 1 Oct, 15:45 GMT-4

Market read

No connected market move is active around Hamilton Insurance Group, Ltd..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.

Company+0.7% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • HG's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if HG's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Financial Services · Insurance - Reinsurance

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 15 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • HG's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 1, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods5
Price observations333
Usable filing statements257
Verified relationships12
Evidence supporting the case
  • Latest annual revenue changed +24.7% year over year.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 30, 2026

33.05
6m+17.1%12m+40.3%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-11-30$1.3B—$1.82—
2022-12-31$1.2B-7.5%$-0.95-0.5%
2023-12-31$1.6B+27.4%$2.44+3.0%
2024-12-31$2.3B+48.3%$3.67+2.7%
2025-12-31$2.9B+24.7%$5.55-4.8%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
“2,968) Amortization of intangible assets (4,020) (3,890) Interest expense (4,777) (5,602) Income tax (expense) benefit (2,323) (3,206) Net income (loss), prior to non-controlling interest $ 217,032 $ 181,266 Third Party Fee Income Third party fee income inclu…”
10-Q · May 6, 2026 ↗
Foreign exchangemixed · 3 filings
“Foreign exchange gains of $4.5 million and losses of $2.5 million for the three months ended March 31, 2026 and 2025, respectively, were primarily driven by the remeasurement of insurance related assets and liabilities denominated in British Pounds, Euro, Jap…”
10-Q · May 6, 2026 ↗
Demand and volumepositive · 1 filings
“Demand surge The temporary inflation of costs for building materials and labor resulting from increased demand for rebuilding services in the aftermath of a catastrophe.”
10-K · Feb 25, 2026 ↗
Legal and regulatory exposurenegative · 1 filings
“The statutory net income (loss) for the Company’s principal operating subsidiaries by regulatory jurisdiction was as follows: Years Ended December 31, ($ in thousands) 2025 2024 2023 Bermuda $ 518,454 $ 432,769 $ 270,309 United Kingdom 113,395 61,879 59,778 I…”
10-K · Feb 25, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.2× · EV/sales 0.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.

Price action

How the market is pricing the story

33.60+0.7% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:45 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for HG. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for HG. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind HG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ACGLArch Capital Group Ltd.competitorFeb 25, 2026 ▾

“Some of our competitors include American Financial Group, Inc.; Arch Capital Group Ltd; AXIS Capital Holdings Limited; Beazley plc; Cincinnati Financial Corporation; Everest Group, Ltd.; The Hanover Insurance Group, Inc.; Hiscox Ltd; James River Group Holding…”

AFGAmerican Financial Group, Inc.competitorFeb 25, 2026 ▾

“Some of our competitors include American Financial Group, Inc.; Arch Capital Group Ltd; AXIS Capital Holdings Limited; Beazley plc; Cincinnati Financial Corporation; Everest Group, Ltd.; The Hanover Insurance Group, Inc.; Hiscox Ltd; James River Group Holding…”

AXSAXIS Capital Holdings LimitedcompetitorFeb 25, 2026 ▾

“Some of our competitors include American Financial Group, Inc.; Arch Capital Group Ltd; AXIS Capital Holdings Limited; Beazley plc; Cincinnati Financial Corporation; Everest Group, Ltd.; The Hanover Insurance Group, Inc.; Hiscox Ltd; James River Group Holding…”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

HG is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for HG; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.