LPL Financial’s HCI Group HCI Stock Holding History

LPL Financial’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	$2.01M	Buy	11,491 +1,104	+11%	+$174K	﹤0.01%	3732
2026 Q1	$1.61M	Buy	10,387 +2,295	+28%	+$376K	﹤0.01%	3708
2025 Q4	$1.55M	Sell	8,092 -211	-3%	-$39.7K	﹤0.01%	3627
2025 Q3	$1.59M	Buy	8,303 +467	+6%	+$74K	﹤0.01%	3535
2025 Q2	$1.19M	Buy	7,836 +1,341	+21%	+$206K	﹤0.01%	3592
2025 Q1	$969K	Sell	6,495 -619	-9%	-$78.5K	﹤0.01%	3586
2024 Q4	$829K	Buy	7,114 +43	+0.6%	+$4.9K	﹤0.01%	3657
2024 Q3	$757K	Sell	7,071 -18,450	-72%	-$1.75M	﹤0.01%	3654
2024 Q2	$2.35M	Buy	25,521 +1,304	+5%	+$136K	﹤0.01%	2457
2024 Q1	$2.81M	Buy	+24,217	New	+$2.38M	﹤0.01%	2238

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

LPL Financial's HCI Position: Q2 2026 in Review

LPL Financial increased its HCI Group (HCI) stake by 11% in Q2 2026, buying an estimated $174K and bringing the position to 11,491 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

LPL Financial first reported a position in HCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.81M in Q1 2024. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

LPL Financial held 11,491 shares of HCI Group worth $2.01M as of Q2 2026.
LPL Financial bought 1,104 HCI Group shares in Q2 2026, an estimated $174K.
HCI Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3732 holding.
LPL Financial first reported a position in HCI Group in Q1 2024 and has held it in 10 quarters since.
LPL Financial's HCI Group position peaked at $2.81M in Q1 2024.
288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.