MWM
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Moran Wealth Management’s HCI Group HCI Stock Holding History

Moran Wealth Management’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 		$5.27M Sell
30,075
-1,823
-6% -$287K 0.14% 206
2026
Q1 		$4.93M Buy
31,898
+17,461
+121% +$2.86M 0.15% 200
2025
Q4 		$2.77M Sell
14,437
-1,190
-8% -$224K 0.08% 257
2025
Q3 		$3M Buy
+15,627
New +$2.47M 0.09% 245

Other funds holding HCI

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Moran Wealth Management's HCI Position: Q2 2026 in Review

Moran Wealth Management reduced its HCI Group (HCI) stake by 5.7% in Q2 2026, selling an estimated $287K and leaving 30,075 shares worth $5.27M. The position accounts for 0.14% of the portfolio, ranked #206.

Moran Wealth Management first reported a position in HCI in Q3 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Moran Wealth Management held 30,075 shares of HCI Group worth $5.27M as of Q2 2026.
  • Moran Wealth Management sold 1,823 HCI Group shares in Q2 2026, an estimated $287K.
  • HCI Group made up 0.14% of Moran Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Moran Wealth Management first reported a position in HCI Group in Q3 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.