Position in HCI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$587,087
+$22,761 QoQ
Shares Held
3,350
-8.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#150
of 285 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $12,479,632 across 11 Insurance - Property & Casualty names. HCI ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,083 | $2,754,201 | |
| 2 | TRV |
Travelers Companies, Inc.
|
7,678 | $2,534,661 | |
| 3 | ALL |
Allstate Corp
|
10,244 | $2,437,457 | |
| 4 | MKL |
Markel Group Inc.
|
721 | $1,408,120 | |
| 5 | CINF |
Cincinnati Financial Corp
|
4,340 | $803,507 | |
| 6 | PGR |
Progressive Corp/Oh/
|
3,173 | $693,141 | |
| 7 | HCI |
HCI Group, Inc.
This page
|
3,350 | $587,087 | |
| 8 | ORI |
Old Republic International Corp
|
10,167 | $416,033 |
All Filings in HCI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,087 | 3,350 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $564,326 | 3,650 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $668,806 | 3,489 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $573,678 | 2,989 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||