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Steel Grove Capital Advisors’s HCI Group HCI Stock Holding History

Steel Grove Capital 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
Q1 		– Sell
-1,254
Closed -$240K – 226
2025
Q4 		$240K Buy
+1,254
New +$236K 0.03% 176

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HRCM
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steel Grove Capital Advisors's HCI Position: Q1 2026 in Review

Steel Grove Capital Advisors sold out of HCI Group (HCI) in Q1 2026, closing a stake of 1,254 shares — an estimated $240K sold.

Steel Grove Capital Advisors first reported a position in HCI in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 279 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Steel Grove Capital Advisors reported no remaining HCI Group position as of Q1 2026 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,254 HCI Group shares in Q1 2026, an estimated $240K.
  • Steel Grove Capital Advisors first reported a position in HCI Group in Q4 2025 and held it in 1 quarter.
  • Steel Grove Capital Advisors's HCI Group position peaked at $240K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2026, filed 7 May 2026.