Financial Consulate’s HCI Group HCI Stock Holding History

Financial Consulate’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 Q3	$174	Buy	+1	New	+$182	﹤0.01%	1717

Other funds holding HCI

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Financial Consulate's HCI Position: Q3 2026 in Review

Financial Consulate opened a new position in HCI Group (HCI) in Q3 2026: 1 share worth $174. The stake represents ﹤0.01% of the portfolio and ranks #1717 among its holdings.

54 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

Financial Consulate held 1 share of HCI Group worth $174 as of Q3 2026.
HCI Group was a new Financial Consulate position in Q3 2026.
HCI Group made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1717 holding.
54 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.