Helios Underwriting (LSE:HUW) Institutional Ownership: 15.75% (As of Aug. 28, 2026)

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LSE:HUW Helios Underwriting PLC LSE:HUW
62 GF Score
Price £2.28
GF Value £2.76
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Helios Underwriting Institutional Ownership?

Helios Underwriting LSE:HUW +1.11% 62 Institutional Ownership is 15.75% as of Aug. 28, 2026. GuruFocus rates LSE:HUW with a GF Score™ of 62/100 and a GF Value™ of £2.76 (Modestly Undervalued). The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Helios Underwriting's institutional ownership is 15.75%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Helios Underwriting's Insider Ownership is 33.68%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Helios Underwriting's Float Percentage Of Total Shares Outstanding is 0.00%.

Helios Underwriting Institutional Ownership Historical Data

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The historical data trend for Helios Underwriting's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Helios Underwriting Institutional Ownership Chart

Helios Underwriting Historical Data

The historical data trend for Helios Underwriting can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 15.24 15.50 15.75 15.75 15.75 15.75 15.75 15.75 15.75 15.75
LSE:HUW
62GF Score
Helios Underwriting PLC LSE:HUW
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Helios Underwriting Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 15.75% mean?
Helios Underwriting (LSE:HUW) has a Institutional Ownership of 15.75% as of Aug. 28, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Helios Underwriting and its competitors.
Is Helios Underwriting's Institutional Ownership too high?
Helios Underwriting's current Institutional Ownership is 15.75%. Overall, Helios Underwriting has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Helios Underwriting's Institutional Ownership compare to BRK.A and AIG?
Helios Underwriting's Institutional Ownership of 15.75% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Insurance company?
A good Institutional Ownership depends on the Insurance industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Helios Underwriting and its competitors. Helios Underwriting's current Institutional Ownership is 15.75%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helios Underwriting stock overvalued right now?
Based on GuruFocus' analysis, Helios Underwriting (LSE:HUW) is currently considered Modestly Undervalued. The stock's GF Value™ is £2.76, compared to a current price of £2.28 — trading 17.6% below its estimated fair value. The current Institutional Ownership is 15.75%. Helios Underwriting's overall GF Score™ is 62/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Helios Underwriting (LSE:HUW), the current Institutional Ownership is 15.75% as of Aug. 28, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Helios Underwriting (LSE:HUW) Overvalued in 2026?

Based on GuruFocus' analysis, Helios Underwriting stock appears to be undervalued. The current stock price of £2.28 is trading 17.6% below its estimated GF Value™ of £2.76. GuruFocus considers Helios Underwriting to be Modestly Undervalued.

Key valuation signals for LSE:HUW:

  • Institutional Ownership: 15.75%
  • GF Value™: £2.76 vs. price of £2.28 (17.6% below fair value)
  • GF Score™: 62/100 with 3 warning signs

No single metric tells the full story. See the LSE:HUW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Helios Underwriting Business Description

Address 33 Cornhill, 1st Floor, London, GBR, EC3V 3ND
Helios Underwriting PLC provides investors with exposure to the Lloyd's insurance market through an actively managed portfolio of syndicate capacity. The Company's principal activity is to provide a limited liability investment for shareholders through participation in a portfolio of Lloyd's syndicates. It participates in the insurance business as an underwriting member of Lloyd's through wholly owned undertakings and investments in Limited Liability Vehicles (LLVs). The Company also provides syndicate research, advice on syndicate selection, and portfolio curation. Its core business purpose is to offer investors growth and returns from exposure to Lloyd's of London through investment income (dividends) and capital appreciation resulting from increases in NAV per share and share price.
62GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£2.28
Price
£2.76
GF Value