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WPG Advisers’s HCI Group HCI Stock Holding History

WPG Advisers’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 		$2.45K Buy
14
+3
+27% +$473 ﹤0.01% 1146
2026
Q1 		$1.7K Hold
11
– – ﹤0.01% 1128
2025
Q4 		$2.11K Hold
11
– – ﹤0.01% 1116
2025
Q3 		$2.11K Hold
11
– – ﹤0.01% 1125
2025
Q2 		$1.67K Hold
11
– – ﹤0.01% 1164
2025
Q1 		$1.64K Sell
11
-3
-21% -$380 ﹤0.01% 1162
2024
Q4 		$1.63K Buy
+14
New +$1.59K ﹤0.01% 1122

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
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

WPG Advisers's HCI Position: Q2 2026 in Review

WPG Advisers increased its HCI Group (HCI) stake by 27% in Q2 2026, buying an estimated $473 and bringing the position to 14 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

WPG Advisers first reported a position in HCI in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • WPG Advisers held 14 shares of HCI Group worth $2.45K as of Q2 2026.
  • WPG Advisers bought 3 HCI Group shares in Q2 2026, an estimated $473.
  • HCI Group made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1146 holding.
  • WPG Advisers first reported a position in HCI Group in Q4 2024 and has held it in 7 quarters since.
  • 124 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.