BWM
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Base Wealth Management’s HCI Group HCI Stock Holding History

Base Wealth Management’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 		$11.4M Hold
65,327
– – 5.33% 4
2026
Q1 		$10.1M Hold
65,327
– – 5.65% 4
2025
Q4 		$12.5M Hold
65,327
– – 6.74% 3
2025
Q3 		$12.5M Hold
65,327
– – 7.15% 2
2025
Q2 		$9.94M Hold
65,327
– – 6.37% 4
2025
Q1 		$9.75M Buy
+65,327
New +$8.28M 7.43% 3

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Base Wealth Management's HCI Position: Q2 2026 in Review

Base Wealth Management held its HCI Group (HCI) position steady in Q2 2026 at 65,327 shares worth $11.4M. The position accounts for 5.33% of the portfolio, ranked #4.

Base Wealth Management first reported a position in HCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.5M in Q3 2025. 172 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Base Wealth Management held 65,327 shares of HCI Group worth $11.4M as of Q2 2026.
  • Base Wealth Management left its HCI Group share count unchanged in Q2 2026.
  • HCI Group made up 5.33% of Base Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Base Wealth Management first reported a position in HCI Group in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's HCI Group position peaked at $12.5M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.