MML Investors Services
HCI icon

MML Investors Services’s HCI Group HCI Stock Holding History

MML Investors Services’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 		$993K Buy
5,668
+1,035
+22% +$163K ﹤0.01% 2018
2026
Q1 		$716K Sell
4,633
-41
-0.9% -$6.71K ﹤0.01% 1996
2025
Q4 		$896K Buy
4,674
+1,552
+50% +$292K ﹤0.01% 1868
2025
Q3 		$599K Buy
+3,122
New +$494K ﹤0.01% 2051

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

MML Investors Services's HCI Position: Q2 2026 in Review

MML Investors Services increased its HCI Group (HCI) stake by 22% in Q2 2026, buying an estimated $163K and bringing the position to 5,668 shares worth $993K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

MML Investors Services first reported a position in HCI in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • MML Investors Services held 5,668 shares of HCI Group worth $993K as of Q2 2026.
  • MML Investors Services bought 1,035 HCI Group shares in Q2 2026, an estimated $163K.
  • HCI Group made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2018 holding.
  • MML Investors Services first reported a position in HCI Group in Q3 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.