Hamilton Insurance: Rally Has Largely Closed The Valuation Gap (Rating Downgrade)

2026-05-03 01:20:08 ET

Shares of Hamilton Insurance Group ( HG ) have been an excellent performer over the past year, gaining over 70%. The company has benefitted from ongoing strength in its underwriting results as well as a unique investment portfolio that has delivered differentiated returns. This portfolio structure also has insulated HG from the private credit fears that have weighed on other companies in the sector. I last covered HG in February , upgrading the stock to a “buy,” and that call has played out with shares returning 11% since then, including its special dividend. With updated financials, now is a good time to revisit Hamilton....

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