CI
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CX Institutional’s HCI Group HCI Stock Holding History

CX Institutional’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 		$21K Sell
118
-36,923
-100% -$5.82M ﹤0.01% 1164
2026
Q1 		$5.73M Sell
37,041
-1,368
-4% -$224K 0.17% 146
2025
Q4 		$7.36M Sell
38,409
-3,224
-8% -$607K 0.22% 123
2025
Q3 		$7.99M Buy
+41,633
New +$6.59M 0.24% 102

Other funds holding HCI

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

CX Institutional's HCI Position: Q2 2026 in Review

CX Institutional reduced its HCI Group (HCI) stake by 100% in Q2 2026, selling an estimated $5.82M and leaving 118 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

CX Institutional first reported a position in HCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.99M in Q3 2025. 34 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • CX Institutional held 118 shares of HCI Group worth $21K as of Q2 2026.
  • CX Institutional sold 36,923 HCI Group shares in Q2 2026, an estimated $5.82M.
  • HCI Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1164 holding.
  • CX Institutional first reported a position in HCI Group in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's HCI Group position peaked at $7.99M in Q3 2025.
  • 34 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.