Global Retirement Partners’s HCI Group HCI Stock Holding History

Global Retirement Partners’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	$148K	Buy	+846	New	+$133K	﹤0.01%	1782
2025 Q4	–	Sell	-653	Closed	-$125K	–	4323
2025 Q3	$125K	Buy	653 +616	+1,665%	+$97.5K	﹤0.01%	1416
2025 Q2	$5.63K	Buy	+37	New	+$5.68K	﹤0.01%	2856
2024 Q4	$4.31K	Hold	37	–	–	﹤0.01%	2750
2024 Q3	$3.96K	Hold	37	–	–	﹤0.01%	2673
2024 Q2	$3.41K	Hold	37	–	–	﹤0.01%	2778
2024 Q1	$4.29K	Hold	37	–	–	﹤0.01%	2462
2023 Q4	$3.13K	Hold	37	–	–	﹤0.01%	2499
2023 Q3	$1.99K	Hold	37	–	–	﹤0.01%	2541
2023 Q2	$2.29K	Hold	37	–	–	﹤0.01%	2500
2023 Q1	$1.82K	Hold	37	–	–	﹤0.01%	2540
2022 Q4	$1.47K	Hold	37	–	–	﹤0.01%	2470
2022 Q3	$1K	Buy	+37	New	+$2.12K	﹤0.01%	2471

Other funds holding HCI

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 Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Global Retirement Partners's HCI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in HCI Group (HCI) in Q2 2026: 846 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1782 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HCI as recently as Q3 2025.

Global Retirement Partners first reported a position in HCI in Q3 2022 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Global Retirement Partners held 846 shares of HCI Group worth $148K as of Q2 2026.
HCI Group was a new Global Retirement Partners position in Q2 2026.
HCI Group made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1782 holding.
Global Retirement Partners first reported a position in HCI Group in Q3 2022 and has held it in 13 quarters since.
288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.