Wellington Management Group
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Wellington Management Group’s HCI Group HCI Stock Holding History

Wellington Management 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
2026
Q1 		– Sell
-7,884
Closed -$1.51M – 1936
2025
Q4 		$1.51M Sell
7,884
-345,051
-98% -$65M ﹤0.01% 1653
2025
Q3 		$67.7M Buy
352,935
+50,378
+17% +$7.98M 0.01% 651
2025
Q2 		$46M Buy
302,557
+127,181
+73% +$19.5M 0.01% 711
2025
Q1 		$26.2M Buy
175,376
+20,537
+13% +$2.6M 0.01% 875
2024
Q4 		$18M Buy
154,839
+8,101
+6% +$923K ﹤0.01% 1004
2024
Q3 		$15.7M Buy
146,738
+54,050
+58% +$5.13M ﹤0.01% 1035
2024
Q2 		$8.54M Buy
92,688
+41,826
+82% +$4.36M ﹤0.01% 1198
2024
Q1 		$5.9M Sell
50,862
-13,592
-21% -$1.33M ﹤0.01% 1285
2023
Q4 		$5.63M Buy
+64,454
New +$4.71M ﹤0.01% 1268
2017
Q4 		– Sell
-8,537
Closed -$326K – 2249
2017
Q3 		$326K Buy
+8,537
New +$350K ﹤0.01% 2115
2015
Q4 		– Sell
-23,661
Closed -$917K – 2204
2015
Q3 		$917K Sell
23,661
-942
-4% -$39K ﹤0.01% 1846
2015
Q2 		$1.09M Buy
24,603
+17,875
+266% +$801K ﹤0.01% 1823
2015
Q1 		$308K Buy
+6,728
New +$312K ﹤0.01% 2078
2014
Q3 		– Sell
-41,000
Closed -$1.66M – 2195
2014
Q2 		$1.66M Buy
41,000
+6,746
+20% +$261K ﹤0.01% 1709
2014
Q1 		$1.25M Buy
34,254
+18,100
+112% +$793K ﹤0.01% 1791
2013
Q4 		$864K Buy
+16,154
New +$738K ﹤0.01% 1867

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 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
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

Wellington Management Group's HCI Position: Q1 2026 in Review

Wellington Management Group sold out of HCI Group (HCI) in Q1 2026, closing a stake of 7,884 shares — an estimated $1.51M sold.

Wellington Management Group first reported a position in HCI in Q4 2013 and held it in 16 quarters. The position peaked at $67.7M in Q3 2025. 279 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Wellington Management Group reported no remaining HCI Group position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 7,884 HCI Group shares in Q1 2026, an estimated $1.51M.
  • Wellington Management Group first reported a position in HCI Group in Q4 2013 and held it in 16 quarters.
  • Wellington Management Group's HCI Group position peaked at $67.7M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.