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West Coast Financial’s HCI Group HCI Stock Holding History

West Coast Financial’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
Q2 		– Sell
-34,870
Closed -$5.2M – 56
2025
Q1 		$5.2M Sell
34,870
-1,410
-4% -$179K 0.59% 38
2024
Q4 		$4.23M Sell
36,280
-306
-0.8% -$34.9K 0.47% 47
2024
Q3 		$3.92M Sell
36,586
-383
-1% -$36.3K 0.43% 51
2024
Q2 		$3.41M Buy
+36,969
New +$3.85M 0.4% 51

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 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

West Coast Financial's HCI Position: Q2 2025 in Review

West Coast Financial sold out of HCI Group (HCI) in Q2 2025, closing a stake of 34,870 shares — an estimated $5.2M sold.

West Coast Financial first reported a position in HCI in Q2 2024 and held it in 4 quarters. The position peaked at $5.2M in Q1 2025. 253 funds tracked by Wall St. Rank hold HCI as of Q2 2025.

  • West Coast Financial reported no remaining HCI Group position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 34,870 HCI Group shares in Q2 2025, an estimated $5.2M.
  • West Coast Financial first reported a position in HCI Group in Q2 2024 and held it in 4 quarters.
  • West Coast Financial's HCI Group position peaked at $5.2M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held HCI Group as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.