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CCG Wealth Management’s HCI Group HCI Stock Holding History

CCG 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 		$268K Hold
1,531
– – 0.06% 124
2026
Q1 		$237K Hold
1,531
– – 0.06% 120
2025
Q4 		$293K Hold
1,531
– – 0.13% 80
2025
Q3 		$294K Hold
1,531
– – 0.14% 69
2025
Q2 		$233K Sell
1,531
-118
-7% -$18.1K 0.12% 73
2025
Q1 		$246K Buy
+1,649
New +$209K 0.15% 66
2024
Q2 		– Sell
-2,460
Closed -$286K – 73
2024
Q1 		$286K Buy
+2,460
New +$242K 0.17% 54

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

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

CCG Wealth Management held its HCI Group (HCI) position steady in Q2 2026 at 1,531 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #124.

CCG Wealth Management first reported a position in HCI in Q1 2024 and has held it in 7 quarters since. The position peaked at $294K in Q3 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • CCG Wealth Management held 1,531 shares of HCI Group worth $268K as of Q2 2026.
  • CCG Wealth Management left its HCI Group share count unchanged in Q2 2026.
  • HCI Group made up 0.06% of CCG Wealth Management's portfolio in Q2 2026, its #124 holding.
  • CCG Wealth Management first reported a position in HCI Group in Q1 2024 and has held it in 7 quarters since.
  • CCG Wealth Management's HCI Group position peaked at $294K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.