10-Q quarterly report · filed May 6, 2026

Hamilton Insurance Group, Ltd. (HG) Q1 2026 10-Q Quarterly Report

Short answer

Hamilton Insurance Group, Ltd. (HG) filed its Q1 2026 10-Q quarterly report on May 6, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $759M (down 1.3% year over year) with net income of $217M.

Q1 2026 key financials · XBRL

Revenue
$759M
−1.3% YoY
Net income
$217M
+19.7% YoY
EPS (diluted)
$1.31
+70.1% YoY

Source: XBRL data from the Hamilton Insurance Group, Ltd. (HG) Q1 2026 10-Q on SEC EDGAR. USD.

Hamilton Insurance Group, Ltd. Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Net premiums earned $570.5M vs $498.9M YoY, up $71.6M
  • Combined ratio 89.8% vs 111.6% YoY; loss ratio 56.9% vs 79.2%
  • International underwriting income $7.0M vs $0.8M; combined ratio 97.5% vs 99.7%
  • Specialty International premiums earned $140.3M vs $104.3M; property lowest at $50.6M
  • Market headwinds in property and specialty; casualty pricing supported by social inflation uncertainty

Risk Factors

  • New or expanded liquidity risk: April 1, 2026 Investment Agreement requires minimum TS Hamilton Fund investment of lesser of $1.8 billion or 60% of net tangible assets
  • Most material investment constraint: Withdrawal limits and extended notice periods may delay access to capital during elevated claims activity or market stress
  • Regulatory risk: TS Hamilton Fund is unregistered under the Investment Company Act of 1940, reducing applicable investor protections
  • Operational and technology risk: Two Sigma governance disputes, coding errors, cybersecurity breaches, or systems failures could impair fund performance
  • Market and counterparty concentration: Significant portfolio exposure to Two Sigma-managed TS Hamilton Fund with limited control over strategy and operations

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

Other Hamilton Insurance Group, Ltd. quarterly reports

Ask about this quarter

Compare quarters, check guidance or see what insiders and funds did around the report.