Helios Underwriting Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

AIM:HUW Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Jul 24	BuyUK£84,971	Nigel Hanbury	Individual	46,306	UK£1.83
31 May 24	BuyUK£80,980	Nigel Hanbury	Individual	47,600	UK£1.75
31 May 24	SellUK£80,920	Nigel Hanbury	Individual	47,600	UK£1.70

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HUW?
Owner Type	Number of Shares	Ownership Percentage
Public Companies	30,148	0.0423%
Private Companies	8,934,624	12.5%
Hedge Funds	9,815,209	13.8%
General Public	12,070,624	16.9%
Individual Insiders	17,002,788	23.8%
Institutions	23,489,574	32.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 80.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.2%	Polar Capital Holdings Plc	10,875,000	UK£25.9m	0%	0.12%
13.3%	Nigel Hanbury	9,494,725	UK£22.6m	0%	no data
8.15%	Hudson Structured Capital Management Ltd.	5,815,209	UK£13.8m	-53.5%	100.0%
8.04%	Ipgl (Holdings) Limited	5,735,635	UK£13.7m	0%	no data
7.83%	William Roseff	5,587,695	UK£13.3m	0%	no data
5.61%	Resolute Global Partners, Ltd.	4,000,000	UK£9.5m	0%	no data
5.45%	Producers National Corporation, Asset Management Arm	3,890,000	UK£9.3m	0%	no data
4.29%	Ardnave Capital Limited	3,063,669	UK£7.3m	3.27%	no data
1.68%	Arthur Manners	1,197,509	UK£2.9m	0%	no data
1.38%	UBS Asset Management AG	987,085	UK£2.3m	4.9%	no data
1.05%	Charles Stanley & Co. Ltd, Asset Management Arm	747,006	UK£1.8m	-11.8%	0.02%
1.01%	Killik Asset Management	717,472	UK£1.7m	0%	0.12%
0.92%	Schroder Investment Management Limited	658,961	UK£1.6m	6.59%	no data
0.79%	Evelyn Partners Investment Management LLP	566,250	UK£1.3m	-1.13%	0.02%
0.78%	John Chambers	560,000	UK£1.3m	0%	no data
0.72%	R.C. Brown Investment Management Plc	513,946	UK£1.2m	7.66%	1.08%
0.64%	Lancaster Investment Management LLP	454,438	UK£1.1m	0%	0.27%
0.57%	Barclays Bank PLC, Wealth and Investment Management Division	403,956	UK£961.4k	357%	0.01%
0.55%	Puma Investment Management Limited	394,690	UK£939.4k	317%	0.48%
0.51%	JM Finn & Co Ltd.	361,733	UK£860.9k	0%	0.02%
0.43%	Rathbones Investment Management Limited	305,462	UK£727.0k	-7%	no data
0.42%	Investec Wealth & Investment Limited	296,269	UK£705.1k	4.77%	0.01%
0.39%	Platform Capital Holdings Ltd., Asset Management Arm	274,977	UK£654.4k	4.44%	0.76%
0.35%	Brewin Dolphin Limited	247,079	UK£588.1k	-23.9%	no data
0.32%	Arbuthnot Latham & Co. Limited, Asset Management Arm	230,651	UK£549.0k	-20.6%	2.44%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 09:34
End of Day Share Price	2024/12/20 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Helios Underwriting plc is covered by 6 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Marius Strydom	Edison Investment Research
Andrew Edmond	Equity Development Limited
Philip Martin Kett	Jefferies LLC