JWCA
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J.W. Cole Advisors’s HCI Group HCI Stock Holding History

J.W. Cole Advisors’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 		$587K Sell
3,350
-300
-8% -$47.3K 0.01% 955
2026
Q1 		$564K Buy
3,650
+161
+5% +$26.4K 0.02% 492
2025
Q4 		$669K Buy
3,489
+500
+17% +$94.2K 0.02% 790
2025
Q3 		$574K Buy
+2,989
New +$473K 0.01% 940

Other funds holding HCI

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

J.W. Cole Advisors's HCI Position: Q2 2026 in Review

J.W. Cole Advisors reduced its HCI Group (HCI) stake by 8.2% in Q2 2026, selling an estimated $47.3K and leaving 3,350 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #955.

J.W. Cole Advisors first reported a position in HCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $669K in Q4 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • J.W. Cole Advisors held 3,350 shares of HCI Group worth $587K as of Q2 2026.
  • J.W. Cole Advisors sold 300 HCI Group shares in Q2 2026, an estimated $47.3K.
  • HCI Group made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #955 holding.
  • J.W. Cole Advisors first reported a position in HCI Group in Q3 2025 and has held it in 4 quarters since.
  • J.W. Cole Advisors's HCI Group position peaked at $669K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.