Announcement • Jun 03
Hamilton Insurance Group, Ltd. Appoints Jamie Keaney as Head of Private Clients Insurance, Effective June 1, 2026 Hamilton Insurance Group, Ltd. announced the launch of its Private Clients business within Hamilton Global Specialty, its London-based insurance platform, with the appointment of Jamie Keaney as Head of Private Clients insurance, effective June 1, 2026 to lead the business. Based in London, Keaney will be responsible for the development of Hamilton’s Private Clients business, which will provide tailored insurance solutions for high-net-worth individuals globally. He will report to Mark Johnson, Deputy Active Underwriter and Head of Property Direct and Facultative (D&F), Hamilton Global Specialty. Keaney brings over 30 years of experience in high-net-worth insurance across underwriting and broking. He most recently served as Chief Underwriting Officer, International Private Clients at Chubb where he worked for the past 25 years. He has extensive global distribution relationships and deep knowledge of the Private Clients market. New Risk • May 26
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €1.9m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.1% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€1.9m sold). Recent Insider Transactions • May 26
Independent Chairman of the Board recently sold €1.0m worth of stock On the 18th of May, David Brown sold around 37k shares on-market at roughly €27.63 per share. This transaction amounted to 6.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €1.4m. Announcement • May 20
Hamilton Insurance Group, Ltd. Appoints Christopher (“Chris”) R. Stella as Chief Claims Officer of Hamilton Select, Effective May 18, 2026 Hamilton Insurance Group, Ltd. announced the appointment of Christopher (“Chris”) R. Stella as Chief Claims Officer of Hamilton Select, its primary carrier for domestically placed US excess and surplus (“E&S”) business, effective May 18, 2026. In his new role, Stella will report to Anita Kuchma, Chief Executive Officer of Hamilton Select and will be based remotely in the United States. He will lead Hamilton Select’s claims organization and support the platform’s continued growth and commitment to exceptional client service, following its recent upgrade to an "A" rating by AM Best. Stella brings over 20 years of property and casualty claims experience to Hamilton Select. He spent over 18 years with Chubb, serving in a series of claims leadership positions of increasing responsibility. Most recently, he served as Head of Property and Casualty Claims for Westchester, Chubb’s E&S division. Earlier in his career, Stella held environmental claims and compliance leadership roles with several companies including AIG. Stella is admitted to the New York and New Jersey State Bars. Announcement • Apr 15
Hamilton Insurance Group, Ltd. Establishes Casualty Reinsurance Sidecar Hamilton Insurance Group, Ltd. announced it has established a casualty reinsurance sidecar to provide dedicated underwriting capacity in support of the Company’s casualty reinsurance portfolio. This sidecar will provide reinsurance capital over a multi-year period, with ceded premium over the duration of the structure projected to be approximately $300 million. The investor capital and overall asset strategy will be provided by Sixth Street, a global investment firm and a premier strategic partner to insurance companies. Hamilton will leverage its existing third-party capital platform Ada Re, Ltd. (“Ada Re”) for this offering. Ada Re has developed into a core component of Hamilton’s third-party capital strategy and serves as an increasingly meaningful contributor to Hamilton’s fee-based earnings. Ada Re also provides high-return collateralized property catastrophe reinsurance and retrocessional coverage that is distinct from, and complementary to, the Company’s Bermuda-based underwriting platform Hamilton Re’s balance sheet property reinsurance portfolio, together offering clients a broad range of solutions. Aon Securities LLC acted as sole structuring agent and placement agent for the transaction. Willkie Farr & Gallagher LLP and Carey Olsen Bermuda Limited served as legal counsel for Hamilton. Announcement • Mar 25
Hamilton Insurance Group, Ltd., Annual General Meeting, May 05, 2026 Hamilton Insurance Group, Ltd., Annual General Meeting, May 05, 2026. Announcement • Mar 20
Hamilton Insurance Group, Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Hamilton Insurance Group, Ltd. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026 Announcement • Feb 26
Hamilton Insurance Group, Ltd. Announces Board Changes, Effective February 20, 2026 Hamilton Insurance Group, Ltd. announced that Marc N. Roston has been appointed to its Board of Directors as a shareholder director by Magnitude Capital, LLC, replacing H. Hawes Bostic, III, effective February 20, 2026. Marc N. Roston is expected to serve on the Board's Investments and Technology Committees. Roston joins Hamilton with more than 30 years of experience as an investment professional, with extensive experience analyzing and evaluating financial performance and business strategy across a wide range of companies. He is a Senior Research Scholar at Stanford University, where he has been affiliated since 2020. He is also Operating Partner of DFW Capital Partners, a private equity firm, a role he has held since 2020. Since 2009, he has advised hedge funds, private equity firms, insurance companies and family offices through MNR Capital LLC, his advisory and investment firm. Announcement • Feb 20
Hamilton Insurance Group, Ltd. Declares a Special Dividend, Payable on March 30, 2026 On February 18, 2026, the Hamilton Insurance Group, Ltd.’s Board of Directors declared a special dividend of $2.00 per common share outstanding, which will result in an aggregate payment of approximately $206.0 million. The dividend is payable on March 30, 2026, to common shareholders of record on March 6, 2026. Announcement • Feb 03
Hamilton Insurance Group, Ltd. Promotes Moussa Thiam to Group Head of Compliance, Effective January 1, 2026 Hamilton Insurance Group, Ltd. announced the promotion of Moussa Thiam to Group Head of Compliance, effective January 1, 2026. This appointment underscores Hamilton’s continued focus on strengthening governance and regulatory oversight as a publicly listed company, and recognises Thiam’s significant contributions since joining Hamilton in December 2024. In his new role, Thiam will lead and coordinate compliance activities across Hamilton’s global operations, ensuring consistent standards and a unified approach across its underwriting platforms. Based in London, he will report to Gemma Carreiro, Group General Counsel, and will work closely with senior leadership and teams across the organisation to further embed compliance into day-to-day decision-making and support the Company’s strategic ambitions. Thiam joined Hamilton as Head of Compliance for the Company’s Hamilton Global Specialty and Hamilton Re underwriting platforms and has worked extensively across the business on key compliance and regulatory initiatives. He previously served as Head of Cross-Border & International Compliance at Beazley for seven years and before that held several compliance and regulatory advisory roles at MS Amlin, Financial Ombudsman Service and Lloyd’s Banking Group. Announcement • Jan 23
Hamilton Insurance Group, Ltd. Appoints Michelle Li as Chief Financial Officer of Hamilton Global Specialty Hamilton Insurance Group, Ltd. announced the appointment of Michelle Li as Chief Financial Officer of Hamilton Global Specialty, the Company’s London-based underwriting platform. Based in London, Li will work closely with Alex Baker, Chief Executive Officer of Hamilton Global Specialty and report to Brian Deegan, Group Chief Accounting Officer, and will be a key member of the Company’s global Finance function. Li joins Hamilton from RenaissanceRe, where she held a range of senior roles for over fourteen years, most recently serving as SVP, Head of Finance Lloyd’s and RenaissanceRe of Europe. Earlier in her career, she worked with PwC for over five years in Bermuda and Canada. Li is a Certified Public Accountant and Certified Internal Auditor. Announcement • Jan 16
Hamilton Insurance Group, Ltd. to Report Q4, 2025 Results on Feb 19, 2026 Hamilton Insurance Group, Ltd. announced that they will report Q4, 2025 results After-Market on Feb 19, 2026 Announcement • Oct 10
Hamilton Insurance Group, Ltd. to Report Q3, 2025 Results on Nov 04, 2025 Hamilton Insurance Group, Ltd. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025 Announcement • Aug 07
Hamilton Insurance Group, Ltd. Appoints Russ Buckley as Group Chief Risk Officer Hamilton Insurance Group, Ltd. announced the appointment of Russ Buckley as Group Chief Risk Officer. Buckley will join the Company’s Executive Management team, reporting to Pina Albo, Chief Executive Officer, with the official start date in the coming weeks to be confirmed. In his new role, Buckley will oversee Hamilton’s risk and actuarial function. He will succeed current Group Chief Risk Officer Alex Baker who, as the Company recently announced, has been appointed Chief Executive Officer, Hamilton Global Specialty, effective September 1, 2025, subject to regulatory approval. Buckley has over 30 years of insurance industry experience across global public (re)insurance companies. He joins Hamilton from Old Republic Specialty Insurance Underwriters Inc. where he served as Senior Vice President and Chief Actuarial Officer since 2020. Prior to that, Buckley was Chief Actuary in the Global Specialty division at The Hartford. Additionally, Buckley has held leadership positions with AIG, XL, and Munich Reinsurance Group. He is a Fellow of the Casualty Actuarial Society. Announcement • Jul 17
Hamilton Insurance Group, Ltd. Announces Executive Changes Hamilton Insurance Group, Ltd. announced the appointment of Raymond Karrenbauer as Group Chief Information Officer, effective September 15, 2025. Karrenbauer will join the Company’s Executive Management team, reporting to Craig Howie, Group Chief Financial Officer. In his new role, Karrenbauer will oversee Hamilton’s information technology strategy. He succeeds Venkat Krishnamoorthy, who has been with the Company since 2019 and decided to retire on August 30, 2025. Karrenbauer joins Hamilton from the Cybersecurity Maturity Model Certification Accreditation Body Inc. (The Cyber AB), which supports the U.S. Department of Defense’s contractor cybersecurity compliance program. At The Cyber AB, he served as Executive Vice President and Chief Financial Officer from 2021, where he also had strategic oversight of information technology. Karrenbauer joined The Cyber AB from IFG Companies, where he was Senior Vice President and Chief Information Officer responsible for the company’s digital transformation and core operations. Prior to this, he held senior executive positions at Axis Capital and ING Group. Karrenbauer is highly accomplished, having been inducted into the ‘CIO’ Hall of Fame in 2018, among other accolades. Announcement • Jun 26
Hamilton Insurance Group, Ltd. to Report Q2, 2025 Results on Aug 06, 2025 Hamilton Insurance Group, Ltd. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Announcement • Jun 18
Hamilton Insurance Group, Ltd Announces Executive Appointments Hamilton Insurance Group, Ltd. announced the appointments of Alex Baker to Chief Executive Officer, Hamilton Global Specialty, based in London.
Additionally, Tim Duffin has been appointed to the newly created role of Group Chief Underwriting Officer, based in Bermuda effective January 1, 2026, subject to requisite regulatory approval. Daws, Baker and Duffin will all be part of the Executive Management team reporting to Pina Albo, Group Chief Executive Officer. Baker was appointed Group Chief Risk Officer in 2022 and has over 25 years of experience in the insurance industry. He joined Hamilton in 2016, serving as Chief Risk Officer and Chief Actuary at Hamilton Global Specialty before being promoted to his groupwide role. Duffin was appointed Chief Underwriting Officer of Hamilton Re in 2017. He has over 25 years of insurance industry experience in the Bermuda and London markets. He joined Hamilton as Senior Vice President Property in 2012. Announcement • Mar 28
Hamilton Insurance Group, Ltd., Annual General Meeting, May 15, 2025 Hamilton Insurance Group, Ltd., Annual General Meeting, May 15, 2025. Announcement • Mar 27
Hamilton Insurance Group, Ltd. to Report Q1, 2025 Results on May 07, 2025 Hamilton Insurance Group, Ltd. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Announcement • Jan 16
Hamilton Insurance Group, Ltd. to Report Q4, 2024 Results on Feb 26, 2025 Hamilton Insurance Group, Ltd. announced that they will report Q4, 2024 results After-Market on Feb 26, 2025 Announcement • Nov 14
Hamilton Global Specialty Announces Appointment of Lissie Van Leunen as Head of US Property Hamilton Global Specialty, an underwriting platform of Hamilton Insurance Group, Ltd. announced its entry into US Property Insurance at Hamilton Americas, its US managing agency, with Lissie Van Leunen appointed as Head of US Property, reporting to Pepe Marquez, President, Hamilton Americas. Van Leunen joined Hamilton this month and is building out a Hamilton Americas Property Insurance team, and a book targeting commercial E&S risks, with a goal of introducing products ahead of a January 1, 2025 launch date. Van Leunen will work closely with London-based Property Insurance team, led by Mark Johnson. She is based in Hamilton’s Richmond, Virginia office. Van Leunen brings 15 years of underwriting experience to her new role. She joins Hamilton from CNA Insurance in Richmond, Virginia, where she served for three years, most recently as Underwriting Consulting Director. Prior to CNA Insurance, she had roles of increasing seniority with both Markel and Argo, also in Richmond, Virginia. Reported Earnings • Nov 09
Third quarter 2024 earnings released: EPS: US$0.77 (vs US$0.42 in 3Q 2023) Third quarter 2024 results: EPS: US$0.77 (up from US$0.42 in 3Q 2023). Revenue: US$518.8m (up 31% from 3Q 2023). Net income: US$78.3m (up 80% from 3Q 2023). Profit margin: 15% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Europe. Announcement • Sep 26
Hamilton Insurance Group, Ltd. to Report Q3, 2024 Results on Nov 06, 2024 Hamilton Insurance Group, Ltd. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024 Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to €16.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Insurance industry in Germany. New Risk • Aug 13
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (€338k sold). Reported Earnings • Aug 09
Second quarter 2024 earnings released: EPS: US$1.24 (vs US$0.35 in 2Q 2023) Second quarter 2024 results: EPS: US$1.24 (up from US$0.35 in 2Q 2023). Revenue: US$589.7m (up 64% from 2Q 2023). Net income: US$131.1m (up 256% from 2Q 2023). Profit margin: 22% (up from 10% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Insurance industry in Europe. Announcement • Jun 26
Hamilton Insurance Group, Ltd. to Report Q2, 2024 Results on Aug 07, 2024 Hamilton Insurance Group, Ltd. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024 Announcement • Jun 25
Hamilton Global Specialty Appoints Niamh O’Brien as Chief Actuary Hamilton Global Specialty announced that Niamh O’Brien has been appointed as chief actuary, effective June 1, 2024. O’Brien reports to Wilfred Chin who was recently promoted to Group Chief Actuary at Hamilton. O’Brien has worked with Hamilton since 2021 leading key actuarial reserving activity and providing advisory support as an actuarial consultant. She brings broad industry experience and knowledge having spent over 20 years in senior actuarial roles, including with Catlin, Hiscox, W. R. Berkley and Tokio Marine Kiln. Announcement • Jun 01
Hamilton Insurance Group, Ltd. Announces Board Changes, Effective June 1, 2024 Hamilton Insurance Group, Ltd. announced that Bradley E. Cooper has been appointed to its Board of Directors as a shareholder director by Hopkins Holdings, LLC, replacing Antonio Ursano, effective June 1, 2024. Cooper is a Managing Partner of Capital Z Partners. Prior to founding Capital Z in 1990, Cooper was an investment banker in the Financial Institutions Group of Salomon Brothers (now Citigroup). He has extensive Board experience with both publicly traded and privately held companies, having served on, and chaired many committees. Cooper has also been on the Board of non-profit Make-A-Wish Foundation of Metro New York for 16 years, the final three as Chair. Recent Insider Transactions • May 23
Group Chief Accounting Officer recently sold €338k worth of stock On the 16th of May, Brian Deegan sold around 22k shares on-market at roughly €15.36 per share. This transaction amounted to 93% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €873k more than they bought in the last 12 months. Announcement • May 11
Hamilton Insurance Group, Ltd. (NYSE:HG) announces an Equity Buyback for 9,124,729 shares, for $109.5 million. Hamilton Insurance Group, Ltd. (NYSE:HG) announces a share repurchase program. Under the agreement, the company will repurchase up to 9,124,729 shares for $109.5 million. The shares will be repurchased at $12 per share. The shares will be repurchased from BSOF Master Fund L.P. and Bsof Master Fund II L.P.. The repurchases will be funded from a loan under the Company’s existing credit facility which the Company intends to repay with funds withdrawn from the Two Sigma Hamilton Fund. The repurchased shares will be cancelled. The agreement will be valid till May 10, 2024. Reported Earnings • May 11
First quarter 2024 earnings released: EPS: US$1.42 (vs US$0.50 in 1Q 2023) First quarter 2024 results: EPS: US$1.42 (up from US$0.50 in 1Q 2023). Revenue: US$660.8m (up 104% from 1Q 2023). Net income: US$157.2m (up 205% from 1Q 2023). Profit margin: 24% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Insurance industry in Europe. Announcement • Mar 28
Hamilton Insurance Group, Ltd. to Report Q1, 2024 Results on May 08, 2024 Hamilton Insurance Group, Ltd. announced that they will report Q1, 2024 results After-Market on May 08, 2024 Reported Earnings • Mar 10
Full year 2023 earnings released: EPS: US$2.47 (vs US$0.95 loss in FY 2022) Full year 2023 results: EPS: US$2.47 (up from US$0.95 loss in FY 2022). Revenue: US$1.58b (up 29% from FY 2022). Net income: US$258.7m (up US$356.7m from FY 2022). Profit margin: 16% (up from net loss in FY 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Insurance industry in Germany. Announcement • Jan 26
Hamilton Insurance Group, Ltd. to Report Q4, 2023 Results on Mar 06, 2024 Hamilton Insurance Group, Ltd. announced that they will report Q4, 2023 results After-Market on Mar 06, 2024 Announcement • Jan 19
Hamilton Insurance Group, Ltd. Appoints Jamie Secor as Chief Underwriting Officer of US E&S Insurer Hamilton Select Hamilton Insurance Group, Ltd. announced the appointment of Jamie Secor as Chief Underwriting Officer at Hamilton Select, its US excess and surplus (E&S). Secor reports to Hamilton Select Chief Executive Officer Anita Kuchma, and Hamilton Select is based in Hamilton’s US headquarters in Richmond, Virginia. Secor has over 20 years of underwriting and senior management experience and joined Hamilton following a ten-year tenure at Kinsale Insurance Company. At Kinsale, she was one of the founding members of the company’s Professional Liability team when the company launched, before concluding her time there as head of its Commercial Property division. Secor began her underwriting career in 2000 at State Farm Insurance before joining James River Insurance in 2004. She holds the Chartered Property Casualty Underwriter, Associate in Surplus Lines Insurance, and Registered Professional Liability Underwriter designations. Announcement • Dec 22
Hamilton Appoints Wilfred Chin as Chief Actuary At Hamilton Global Specialty Hamilton Insurance Group, Ltd. announced the appointment of Wilfred Chin as Chief Actuary at Hamilton Global Specialty, the Company’s underwriting platform written by Syndicate 4000 at Lloyd’s and Hamilton Insurance DAC. London-based Chin joined Hamilton earlier this month and reports to Group Chief Risk Officer Alex Baker. Chin joins from Tokio Marine Kiln (TMK) where he served in a range of roles for nearly 15 years, most recently as Group Head of Reserving and Chief Actuary of their non-Lloyd’s platform, demonstrating his versatility and proficiency in the field. Prior to TMK, he started his career at Deloitte. Chin is a Fellow of the Institute and Faculty of Actuaries. Announcement • Dec 20
Hamilton Insurance Group, Ltd. Appoints Peter Riihiluoma as Senior Vice President, Head of Specialty Reinsurance, Effective January 1, 2024 Hamilton Insurance Group, Ltd. announced the appointment of Peter Riihiluoma as Senior Vice President, Head of Specialty Reinsurance at Hamilton Re, the Company's Bermuda-based insurance and reinsurance underwriting platform, replacing Richard Sammons who will be leaving the organization. This comes as part of Hamilton's strategic succession planning, demonstrating the Company's commitment to recognizing and nurturing exceptional talent within its team. Riihiluoma's appointment is effective January 1, 2024 and he will report to Hamilton Re Chief Underwriting Officer Tim Duffin. Reflecting on the transition, Hamilton Re Chief Executive Officer Megan Thomas, said, 'We are thrilled to announce Peter as new SVP, Head of Specialty Reinsurance. He has been an integral part of the Hamilton team and his exceptional skills and insightful market awareness make him the perfect fit to be promoted to this leadership role. Riihiluoma has held underwriting, pricing and portfolio management responsibilities across a diverse portfolio of specialty reinsurance lines since joining Hamilton in 2019 as Vice President, Specialty Reinsurance. Prior to Hamilton, he was with Chubb for nine years, most recently as Vice President, Ceded Reinsurance in Minneapolis, Minnesota. Riihiluoma is a Fellow of the Casualty Actuarial Society. Reported Earnings • Dec 09
Third quarter 2023 earnings released Third quarter 2023 results: EPS: US$0.42. Net income: US$43.6m (up US$43.6m from 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Insurance industry in Germany. Recent Insider Transactions • Nov 19
Independent Director recently sold €411k worth of stock On the 14th of November, William Freda sold around 30k shares on-market at roughly €13.82 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €678k more than they bought in the last 12 months. 
