BALDWIN WEALTH PARTNERS LLC/MA

Position in HCI — HCI Group, Inc.

CIK 1021258 Marion, MA

Position in HCI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,986,809

+$233,996 QoQ

Shares Held

11,337

0.0% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#7

of 48 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BALDWIN WEALTH PARTNERS LLC/MA holds $3,275,714 across 4 Insurance - Property & Casualty names. HCI ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCI	HCI Group, Inc. This page	11,337	$1,986,809
2	TRV	Travelers Companies, Inc.	2,517	$830,912
3	KNSL	Kinsale Capital Group, Inc.	760	$250,655
4	WTM	White Mountains Insurance Group Ltd	100	$207,338

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,986,809	11,337	0.0%	Shares	Sole	2026-07-14
2026-03-31	$1,752,813	11,337	0.0%	Shares	Sole	2026-04-14
2025-12-31	$2,173,189	11,337	0.0%	Shares	Sole	2026-01-07
2025-09-30	$2,175,910	11,337	-5.6%	Shares	Sole	2025-10-14
2025-06-30	$1,827,008	12,004	-1.9%	Shares	Sole	2025-07-24
2025-03-31	$1,825,679	12,234	-3.0%	Shares	Sole	2025-04-14
2024-12-31	$1,469,093	12,607	-2.9%	Shares	Sole	2025-01-22
2024-09-30	$1,390,388	12,987	-2.5%	Shares	Sole	2024-10-16
2024-06-30	$1,227,427	13,317	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,545,837	13,317	-0.6%	Shares	Sole	2024-04-12
2023-12-31	$1,170,897	13,397	-0.7%	Shares	Sole	2024-01-08
2023-09-30	$732,752	13,497	-1.7%	Shares	Sole	2023-10-10
2023-06-30	$848,239	13,730	0.0%	Shares	Sole	2023-07-14
2023-03-31	$735,928	13,730	-70.2%	Shares	Sole	2023-04-21
2022-12-31	$1,823,871	46,069	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.