Signature Estate & Investment Advisors’s HCI Group HCI Stock Holding History

Signature Estate & Investment Advisors’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	$412K	Hold	2,350	–	–	0.01%	479
2026 Q1	$363K	Hold	2,350	–	–	0.01%	493
2025 Q4	$450K	Hold	2,350	–	–	0.01%	404
2025 Q3	$451K	Hold	2,350	–	–	0.01%	403
2025 Q2	$358K	Hold	2,350	–	–	0.01%	418
2025 Q1	$351K	Hold	2,350	–	–	0.01%	408
2024 Q4	$274K	Hold	2,350	–	–	0.01%	435
2024 Q3	$252K	Hold	2,350	–	–	0.01%	442
2024 Q2	$217K	Buy	+2,350	New	+$245K	0.01%	472

Other funds holding HCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Signature Estate & Investment Advisors's HCI Position: Q2 2026 in Review

Signature Estate & Investment Advisors held its HCI Group (HCI) position steady in Q2 2026 at 2,350 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #479.

Signature Estate & Investment Advisors first reported a position in HCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $451K in Q3 2025. 118 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Signature Estate & Investment Advisors held 2,350 shares of HCI Group worth $412K as of Q2 2026.
Signature Estate & Investment Advisors left its HCI Group share count unchanged in Q2 2026.
HCI Group made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #479 holding.
Signature Estate & Investment Advisors first reported a position in HCI Group in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's HCI Group position peaked at $451K in Q3 2025.
118 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.