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Optimist Retirement Group’s HCI Group HCI Stock Holding History

Optimist Retirement Group’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
2025
Q3 		– Sell
-2,048
Closed -$312K – 124
2025
Q2 		$312K Sell
2,048
-144
-7% -$22.1K 0.15% 81
2025
Q1 		$327K Sell
2,192
-263
-11% -$33.3K 0.16% 58
2024
Q4 		$286K Sell
2,455
-18
-0.7% -$2.05K 0.14% 70
2024
Q3 		$265K Buy
2,473
+31
+1% +$2.94K 0.12% 76
2024
Q2 		$225K Buy
2,442
+551
+29% +$57.4K 0.12% 94
2024
Q1 		$220K Buy
+1,891
New +$186K 0.11% 90

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimist Retirement Group's HCI Position: Q3 2025 in Review

Optimist Retirement Group sold out of HCI Group (HCI) in Q3 2025, closing a stake of 2,048 shares — an estimated $312K sold.

Optimist Retirement Group first reported a position in HCI in Q1 2024 and held it in 6 quarters. The position peaked at $327K in Q1 2025. 255 funds tracked by Wall St. Rank hold HCI as of Q3 2025.

  • Optimist Retirement Group reported no remaining HCI Group position as of Q3 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 2,048 HCI Group shares in Q3 2025, an estimated $312K.
  • Optimist Retirement Group first reported a position in HCI Group in Q1 2024 and held it in 6 quarters.
  • Optimist Retirement Group's HCI Group position peaked at $327K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held HCI Group as of Q3 2025.

Based on Optimist Retirement Group's 13F filing for Q3 2025, filed 17 Nov 2025.