Jones Financial Companies
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Jones Financial Companies’s HCI Group HCI Stock Holding History

Jones Financial Companies’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 		$1.11M Buy
6,170
+3,015
+96% +$475K ﹤0.01% 1836
2026
Q1 		$475K Buy
3,155
+3,146
+34,956% +$515K ﹤0.01% 2071
2025
Q4 		$1.73K Sell
9
-114
-93% -$21.5K ﹤0.01% 3867
2025
Q3 		$23.1K Buy
123
+120
+4,000% +$19K ﹤0.01% 2716
2025
Q2 		$453 Buy
+3
New +$461 ﹤0.01% 3815
2025
Q1 		– Sell
-1
Closed -$117 – 3772
2024
Q4 		$117 Buy
+1
New +$114 ﹤0.01% 3342

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 $3.38T AUM 44.17% 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

Jones Financial Companies's HCI Position: Q2 2026 in Review

Jones Financial Companies increased its HCI Group (HCI) stake by 96% in Q2 2026, buying an estimated $475K and bringing the position to 6,170 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Jones Financial Companies first reported a position in HCI in Q4 2024 and has held it in 6 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Jones Financial Companies held 6,170 shares of HCI Group worth $1.11M as of Q2 2026.
  • Jones Financial Companies bought 3,015 HCI Group shares in Q2 2026, an estimated $475K.
  • HCI Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1836 holding.
  • Jones Financial Companies first reported a position in HCI Group in Q4 2024 and has held it in 6 quarters since.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.