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Concurrent Investment Advisors’s HCI Group HCI Stock Holding History

Concurrent Investment 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 		$556K Buy
3,173
+6
+0.2% +$946 ﹤0.01% 1342
2026
Q1 		$490K Sell
3,167
-1,171
-27% -$192K 0.01% 1224
2025
Q4 		$832K Buy
4,338
+2,519
+138% +$474K 0.01% 918
2025
Q3 		$349K Buy
+1,819
New +$288K 0.01% 1083
2024
Q2 		– Sell
-4,709
Closed -$547K – 1029
2024
Q1 		$547K Buy
+4,709
New +$462K 0.02% 523

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

Concurrent Investment Advisors's HCI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its HCI Group (HCI) stake by 0.19% in Q2 2026, buying an estimated $946 and bringing the position to 3,173 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Concurrent Investment Advisors first reported a position in HCI in Q1 2024 and has held it in 5 quarters since. The position peaked at $832K in Q4 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Concurrent Investment Advisors held 3,173 shares of HCI Group worth $556K as of Q2 2026.
  • Concurrent Investment Advisors bought 6 HCI Group shares in Q2 2026, an estimated $946.
  • HCI Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1342 holding.
  • Concurrent Investment Advisors first reported a position in HCI Group in Q1 2024 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's HCI Group position peaked at $832K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.