Creative Planning
HCI icon

Creative Planning’s HCI Group HCI Stock Holding History

Creative Planning’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
Q1 		$8.26M Sell
53,454
-665
-1% -$109K 0.01% 821
2025
Q4 		$10.4M Buy
54,119
+35
+0.1% +$6.59K 0.01% 609
2025
Q3 		$10.4M Buy
54,084
+1,893
+4% +$300K 0.01% 544
2025
Q2 		$7.94M Buy
52,191
+139
+0.3% +$21.3K 0.01% 588
2025
Q1 		$7.77M Buy
52,052
+98
+0.2% +$12.4K 0.01% 567
2024
Q4 		$6.05M Buy
51,954
+39
+0.1% +$4.44K 0.01% 600
2024
Q3 		$5.56M Sell
51,915
-7,918
-13% -$751K 0.01% 604
2024
Q2 		$5.51M Sell
59,833
-14,919
-20% -$1.55M 0.01% 576
2024
Q1 		$8.68M Buy
74,752
+12
+0% +$1.18K 0.01% 445
2023
Q4 		$6.53M Buy
74,740
+342
+0.5% +$25K 0.01% 496
2023
Q3 		$4.04M Buy
74,398
+8
+0% +$455 0.01% 592
2023
Q2 		$4.6M Buy
74,390
+20
+0% +$1.1K 0.01% 547
2023
Q1 		$3.99M Buy
74,370
+567
+0.8% +$28.5K 0.01% 562
2022
Q4 		$2.92M Buy
73,803
+612
+0.8% +$22.5K ﹤0.01% 626
2022
Q3 		$2.87M Sell
73,191
-1,720
-2% -$98.6K 0.01% 580
2022
Q2 		$5.08M Hold
74,911
– – 0.01% 447
2022
Q1 		$5.11M Hold
74,911
– – 0.01% 448
2021
Q4 		$6.26M Sell
74,911
-301
-0.4% -$35.1K 0.01% 371
2021
Q3 		$8.33M Hold
75,212
– – 0.01% 296
2021
Q2 		$7.48M Hold
75,212
– – 0.01% 317
2021
Q1 		$5.78M Sell
75,212
-1,750
-2% -$110K 0.01% 379
2020
Q4 		$4.03M Sell
76,962
-1,180
-2% -$59.6K 0.01% 424
2020
Q3 		$3.85M Hold
78,142
– – 0.01% 366
2020
Q2 		$3.61M Hold
78,142
– – 0.01% 336
2020
Q1 		$3.15M Sell
78,142
-30
-0% -$1.29K 0.01% 322
2019
Q4 		$3.57M Buy
78,172
+30
+0% +$1.32K 0.01% 364
2019
Q3 		$3.29M Sell
78,142
-2,500
-3% -$103K 0.01% 372
2019
Q2 		$3.26M Hold
80,642
– – 0.01% 373
2019
Q1 		$3.45M Hold
80,642
– – 0.01% 340
2018
Q4 		$4.1M Sell
80,642
-600
-0.7% -$29.4K 0.02% 283
2018
Q3 		$3.55M Sell
81,242
-3,000
-4% -$124K 0.01% 339
2018
Q2 		$3.5M Sell
84,242
-16,630
-16% -$688K 0.01% 339
2018
Q1 		$3.85M Sell
100,872
-4,080
-4% -$147K 0.02% 311
2017
Q4 		$3.14M Sell
104,952
-5,793
-5% -$193K 0.01% 344
2017
Q3 		$4.24M Sell
110,745
-25
-0% -$1.03K 0.02% 268
2017
Q2 		$5.2M Sell
110,770
-27,230
-20% -$1.24M 0.03% 213
2017
Q1 		$6.29M Sell
138,000
-69,480
-33% -$3.05M 0.03% 186
2016
Q4 		$8.19M Buy
207,480
+40,599
+24% +$1.3M 0.05% 153
2016
Q3 		$5.07M Sell
166,881
-1,080
-0.6% -$32.9K 0.03% 195
2016
Q2 		$4.58M Sell
167,961
-45,520
-21% -$1.4M 0.03% 180
2016
Q1 		$7.11M Buy
213,481
+143,123
+203% +$4.66M 0.06% 127
2015
Q4 		$2.45M Buy
70,358
+2,849
+4% +$111K 0.02% 270
2015
Q3 		$2.62M Buy
67,509
+169
+0.3% +$7K 0.02% 251
2015
Q2 		$2.98M Sell
67,340
-75
-0.1% -$3.36K 0.03% 218
2015
Q1 		$3.09M Hold
67,415
– – 0.03% 205
2014
Q4 		$2.92M Buy
67,415
+66,855
+11,938% +$2.95M 0.03% 202
2014
Q3 		$20K Buy
560
+100
+22% +$4.04K ﹤0.01% 2538
2014
Q2 		$19K Buy
460
+400
+667% +$15.5K ﹤0.01% 2518
2014
Q1 		$2K Sell
60
-280
-82% -$12.3K ﹤0.01% 3357
2013
Q4 		$18K Sell
340
-1,902
-85% -$86.9K ﹤0.01% 2245
2013
Q3 		$92K Sell
2,242
-19,476
-90% -$675K ﹤0.01% 1167
2013
Q2 		$667K Buy
+21,718
New +$659K 0.02% 328

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's HCI Position: Q1 2026 in Review

Creative Planning reduced its HCI Group (HCI) stake by 1.2% in Q1 2026, selling an estimated $109K and leaving 53,454 shares worth $8.26M. The position accounts for 0.01% of the portfolio, ranked #821.

Creative Planning first reported a position in HCI in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.4M in Q3 2025. 278 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Creative Planning held 53,454 shares of HCI Group worth $8.26M as of Q1 2026.
  • Creative Planning sold 665 HCI Group shares in Q1 2026, an estimated $109K.
  • HCI Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #821 holding.
  • Creative Planning first reported a position in HCI Group in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's HCI Group position peaked at $10.4M in Q3 2025.
  • 278 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.