SGI
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Summit Global Investments’s HCI Group HCI Stock Holding History

Summit Global Investments’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 		$230K Hold
1,315
– – 0.01% 496
2026
Q1 		$203K Hold
1,315
– – 0.01% 473
2025
Q4 		$252K Buy
+1,315
New +$248K 0.01% 434
2021
Q3 		– Sell
-9,500
Closed -$945K – 509
2021
Q2 		$945K Buy
9,500
+1,600
+20% +$130K 0.06% 240
2021
Q1 		$607K Buy
+7,900
New +$498K 0.04% 299

Other funds holding HCI

BWM
Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Summit Global Investments's HCI Position: Q2 2026 in Review

Summit Global Investments held its HCI Group (HCI) position steady in Q2 2026 at 1,315 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #496.

Summit Global Investments first reported a position in HCI in Q1 2021 and has held it in 5 quarters since. The position peaked at $945K in Q2 2021. 79 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Summit Global Investments held 1,315 shares of HCI Group worth $230K as of Q2 2026.
  • Summit Global Investments left its HCI Group share count unchanged in Q2 2026.
  • HCI Group made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #496 holding.
  • Summit Global Investments first reported a position in HCI Group in Q1 2021 and has held it in 5 quarters since.
  • Summit Global Investments's HCI Group position peaked at $945K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.