B
HCI icon

Bailard’s HCI Group HCI Stock Holding History

Bailard’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Buy
+1,500
New +$236K 0.01% 678
2016
Q1 		– Sell
-15,200
Closed -$530K – 292
2015
Q4 		$530K Buy
+15,200
New +$593K 0.23% 136

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bailard's HCI Position: Q2 2026 in Review

Bailard opened a new position in HCI Group (HCI) in Q2 2026: 1,500 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings. This is a return to the name: Bailard previously reported a position in HCI as recently as Q4 2015.

Bailard first reported a position in HCI in Q4 2015 and has held it in 2 quarters since. The position peaked at $530K in Q4 2015. 289 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Bailard held 1,500 shares of HCI Group worth $263K as of Q2 2026.
  • HCI Group was a new Bailard position in Q2 2026.
  • HCI Group made up 0.01% of Bailard's portfolio in Q2 2026, its #678 holding.
  • Bailard first reported a position in HCI Group in Q4 2015 and has held it in 2 quarters since.
  • Bailard's HCI Group position peaked at $530K in Q4 2015.
  • 289 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.