Marshall Financial Group (Maryland)’s HCI Group HCI Stock Holding History

Marshall Financial Group (Maryland)’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	$859K	Buy	+4,901	New	+$772K	0.13%	156

Other funds holding HCI

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Marshall Financial Group (Maryland)'s HCI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in HCI Group (HCI) in Q2 2026: 4,901 shares worth $859K. The stake represents 0.13% of the portfolio and ranks #156 among its holdings.

37 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Marshall Financial Group (Maryland) held 4,901 shares of HCI Group worth $859K as of Q2 2026.
HCI Group was a new Marshall Financial Group (Maryland) position in Q2 2026.
HCI Group made up 0.13% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #156 holding.
37 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.