Cerity Partners
HCI icon

Cerity Partners’s HCI Group HCI Stock Holding History

Cerity Partners’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 		$1.13M Buy
6,463
+788
+14% +$124K ﹤0.01% 1930
2026
Q1 		$877K Buy
5,675
+395
+7% +$64.7K ﹤0.01% 1929
2025
Q4 		$1.01M Sell
5,280
-537
-9% -$101K ﹤0.01% 1718
2025
Q3 		$1.12M Buy
5,817
+698
+14% +$111K ﹤0.01% 1547
2025
Q2 		$779K Buy
5,119
+3,281
+179% +$504K ﹤0.01% 1638
2025
Q1 		$274K Buy
+1,838
New +$233K ﹤0.01% 2069
2023
Q2 		– Sell
-516
Closed -$383K – 1779
2023
Q1 		$383K Buy
+516
New +$25.9K ﹤0.01% 1417

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

Cerity Partners's HCI Position: Q2 2026 in Review

Cerity Partners increased its HCI Group (HCI) stake by 14% in Q2 2026, buying an estimated $124K and bringing the position to 6,463 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Cerity Partners first reported a position in HCI in Q1 2023 and has held it in 7 quarters since. 271 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Cerity Partners held 6,463 shares of HCI Group worth $1.13M as of Q2 2026.
  • Cerity Partners bought 788 HCI Group shares in Q2 2026, an estimated $124K.
  • HCI Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1930 holding.
  • Cerity Partners first reported a position in HCI Group in Q1 2023 and has held it in 7 quarters since.
  • 271 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.