Yorktown Management & Research Company’s HCI Group HCI Stock Holding History

Yorktown Management & Research Company’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	$561K	Buy	3,200 +1,400	+78%	+$221K	0.34%	108
2026 Q1	$278K	Hold	1,800	–	–	0.23%	168
2025 Q4	$345K	Hold	1,800	–	–	0.28%	150
2025 Q3	$345K	Hold	1,800	–	–	0.28%	150
2025 Q2	$274K	Buy	+1,800	New	+$276K	0.26%	177

Other funds holding HCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Yorktown Management & Research Company's HCI Position: Q2 2026 in Review

Yorktown Management & Research Company increased its HCI Group (HCI) stake by 78% in Q2 2026, buying an estimated $221K and bringing the position to 3,200 shares worth $561K. The position accounts for 0.34% of the portfolio, ranked #108.

Yorktown Management & Research Company first reported a position in HCI in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Yorktown Management & Research Company held 3,200 shares of HCI Group worth $561K as of Q2 2026.
Yorktown Management & Research Company bought 1,400 HCI Group shares in Q2 2026, an estimated $221K.
HCI Group made up 0.34% of Yorktown Management & Research Company's portfolio in Q2 2026, its #108 holding.
Yorktown Management & Research Company first reported a position in HCI Group in Q2 2025 and has held it in 5 quarters since.
132 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.