MPWT
HCI icon

MassMutual Private Wealth & Trust’s HCI Group HCI Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$8.34K Hold
48
– – ﹤0.01% 1401
2026
Q2 		$8.41K Sell
48
-5
-9% -$788 ﹤0.01% 1475
2026
Q1 		$8.19K Hold
53
– – ﹤0.01% 1442
2025
Q4 		$10.2K Hold
53
– – ﹤0.01% 1379
2025
Q3 		$10.2K Sell
53
-17
-24% -$2.69K ﹤0.01% 1393
2025
Q2 		$10.7K Buy
70
+22
+46% +$3.38K ﹤0.01% 1338
2025
Q1 		$7.16K Hold
48
– – ﹤0.01% 1430
2024
Q4 		$5.59K Buy
48
+6
+14% +$683 ﹤0.01% 1491
2024
Q3 		$4.5K Hold
42
– – ﹤0.01% 1414
2024
Q2 		$3.87K Hold
42
– – ﹤0.01% 1401
2024
Q1 		$4.88K Hold
42
– – ﹤0.01% 1289
2023
Q4 		$3.67K Hold
42
– – ﹤0.01% 1321
2023
Q3 		$2.28K Hold
42
– – ﹤0.01% 1469
2023
Q2 		$2.6K Hold
42
– – ﹤0.01% 1399
2023
Q1 		$2.25K Sell
42
-35
-45% -$1.76K ﹤0.01% 1387
2022
Q4 		$3K Buy
77
+42
+120% +$1.55K ﹤0.01% 1147
2022
Q3 		$1K Sell
35
-10
-22% -$573 ﹤0.01% 1435
2022
Q2 		$3K Hold
45
– – ﹤0.01% 1042
2022
Q1 		$3K Hold
45
– – ﹤0.01% 1046
2021
Q4 		$4K Hold
45
– – ﹤0.01% 944
2021
Q3 		$5K Hold
45
– – ﹤0.01% 867
2021
Q2 		$4K Hold
45
– – ﹤0.01% 884
2021
Q1 		$3K Buy
+45
New +$2.83K ﹤0.01% 806

Other funds holding HCI

BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's HCI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its HCI Group (HCI) position steady in Q3 2026 at 48 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

MassMutual Private Wealth & Trust first reported a position in HCI in Q1 2021 and has held it in 23 quarters since. The position peaked at $10.7K in Q2 2025. 17 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 48 shares of HCI Group worth $8.34K as of Q3 2026.
  • MassMutual Private Wealth & Trust left its HCI Group share count unchanged in Q3 2026.
  • HCI Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1401 holding.
  • MassMutual Private Wealth & Trust first reported a position in HCI Group in Q1 2021 and has held it in 23 quarters since.
  • MassMutual Private Wealth & Trust's HCI Group position peaked at $10.7K in Q2 2025.
  • 17 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.