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Equibles

Creative Planning

Position in HCI — HCI Group, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to HCI Full portfolio

Position in HCI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$10,029,031
+$1,764,509 QoQ
Shares Held
57,227
+7.1% QoQ
Ownership
0.460%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#30
of 286 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HCI Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Creative Planning holds $347,734,821 across 35 Insurance - Property & Casualty names. HCI ranks #10 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
 215,327 $73,370,521
2 TRV
Travelers Companies, Inc.
 152,783 $50,436,723
3 PGR
Progressive Corp/Oh/
 154,700 $33,794,214
4 ALL
Allstate Corp
 136,521 $32,483,806
5 CINF
Cincinnati Financial Corp
 134,765 $24,950,391
6 MKL
Markel Group Inc.
 8,072 $15,764,695
7 THG
Hanover Insurance Group, Inc.
 49,954 $10,696,150
8 WRB
Berkley W R Corp
 150,386 $10,606,724

All Filings in HCI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,029,031 57,227
2026-03-31 $8,264,522 53,454
2025-12-31 $10,374,071 54,119
2025-09-30 $10,380,341 54,084
2025-06-30 $7,943,469 52,191
2025-03-31 $7,767,719 52,052
2024-12-31 $6,054,199 51,954
2024-09-30 $5,558,019 51,915
2024-06-30 $5,514,807 59,833
2024-03-31 $8,677,212 74,752
2023-12-31 $6,532,276 74,740
2023-09-30 $4,039,067 74,398
2023-06-30 $4,595,814 74,390
2023-03-31 $3,986,232 74,370
2022-12-31 $2,921,860 73,803
2022-09-30 $2,869,087 73,191
2022-06-30 $5,075,969 74,911
2022-03-31 $5,107,431 74,911
2021-12-31 $6,258,064 74,911
2021-09-30 $8,331,233 75,212
2021-06-30 $7,478,329 75,212
2021-03-31 $5,777,785 75,212
2020-12-31 $4,025,112 76,962
2020-09-30 $3,851,619 78,142
2020-06-30 $3,608,597 78,142
2020-03-31 $3,145,215 78,142