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 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

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

MassMutual Private Wealth & Trust's HCI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its HCI Group (HCI) stake by 9.4% in Q2 2026, selling an estimated $788 and leaving 48 shares worth $8.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

MassMutual Private Wealth & Trust first reported a position in HCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7K in Q2 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

MassMutual Private Wealth & Trust held 48 shares of HCI Group worth $8.41K as of Q2 2026.
MassMutual Private Wealth & Trust sold 5 HCI Group shares in Q2 2026, an estimated $788.
HCI Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1475 holding.
MassMutual Private Wealth & Trust first reported a position in HCI Group in Q1 2021 and has held it in 22 quarters since.
MassMutual Private Wealth & Trust's HCI Group position peaked at $10.7K in Q2 2025.
288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.