CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s HCI Group HCI Stock Holding History

CAPTRUST Financial Advisors’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 		$1.22M Buy
6,945
+2,286
+49% +$360K ﹤0.01% 1634
2026
Q1 		$720K Sell
4,659
-52
-1% -$8.51K ﹤0.01% 1790
2025
Q4 		$903K Buy
4,711
+91
+2% +$17.1K ﹤0.01% 1565
2025
Q3 		$887K Buy
4,620
+923
+25% +$146K ﹤0.01% 1495
2025
Q2 		$563K Buy
3,697
+48
+1% +$7.37K ﹤0.01% 1655
2025
Q1 		$545K Sell
3,649
-14
-0.4% -$1.77K ﹤0.01% 1596
2024
Q4 		$427K Sell
3,663
-806
-18% -$91.8K ﹤0.01% 1688
2024
Q3 		$478K Buy
+4,469
New +$424K ﹤0.01% 1598
2022
Q3 		– Sell
-485
Closed -$33K – 2920
2022
Q2 		$33K Hold
485
– – ﹤0.01% 3052
2022
Q1 		$33K Buy
485
+257
+113% +$17.6K ﹤0.01% 3074
2021
Q4 		$19K Sell
228
-12
-5% -$1.4K ﹤0.01% 3311
2021
Q3 		$27K Sell
240
-22
-8% -$2.29K ﹤0.01% 2959
2021
Q2 		$26K Hold
262
– – ﹤0.01% 2934
2021
Q1 		$20K Buy
+262
New +$16.5K ﹤0.01% 2995

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

CAPTRUST Financial Advisors's HCI Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its HCI Group (HCI) stake by 49% in Q2 2026, buying an estimated $360K and bringing the position to 6,945 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

CAPTRUST Financial Advisors first reported a position in HCI in Q1 2021 and has held it in 14 quarters since. 289 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,945 shares of HCI Group worth $1.22M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,286 HCI Group shares in Q2 2026, an estimated $360K.
  • HCI Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1634 holding.
  • CAPTRUST Financial Advisors first reported a position in HCI Group in Q1 2021 and has held it in 14 quarters since.
  • 289 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.