Farmers & Merchants Investments Inc’s HCI Group HCI Stock Holding History

Farmers & Merchants Investments Inc’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	$876	Hold	5	–	–	﹤0.01%	1559
2026 Q1	$773	Hold	5	–	–	﹤0.01%	1553
2025 Q4	$958	Hold	5	–	–	﹤0.01%	1467
2025 Q3	$960	Hold	5	–	–	﹤0.01%	1492
2025 Q2	$761	Hold	5	–	–	﹤0.01%	1520
2025 Q1	$746	Hold	5	–	–	﹤0.01%	1528
2024 Q4	$583	Hold	5	–	–	﹤0.01%	1618
2024 Q3	$535	Hold	5	–	–	﹤0.01%	1656
2024 Q2	$461	Hold	5	–	–	﹤0.01%	1667
2024 Q1	$580	Hold	5	–	–	﹤0.01%	1595
2023 Q4	$437	Hold	5	–	–	﹤0.01%	1655
2023 Q3	$271	Hold	5	–	–	﹤0.01%	1690
2023 Q2	$309	Hold	5	–	–	﹤0.01%	1676
2023 Q1	$268	Hold	5	–	–	﹤0.01%	1687
2022 Q4	$198	Hold	5	–	–	﹤0.01%	1735
2022 Q3	$0	Buy	+5	New	+$287	﹤0.01%	1629

Other funds holding HCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's HCI Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its HCI Group (HCI) position steady in Q2 2026 at 5 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Farmers & Merchants Investments Inc first reported a position in HCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $960 in Q3 2025. 124 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Farmers & Merchants Investments Inc held 5 shares of HCI Group worth $876 as of Q2 2026.
Farmers & Merchants Investments Inc left its HCI Group share count unchanged in Q2 2026.
HCI Group made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1559 holding.
Farmers & Merchants Investments Inc first reported a position in HCI Group in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's HCI Group position peaked at $960 in Q3 2025.
124 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.