Position in HCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,347,497
+$178,955 QoQ
Shares Held
7,689
+1.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#100
of 285 holders
Holding Since
Mar 2025
6 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, 2026Wakefield Asset Management LLLP holds $11,725,318 across 6 Insurance - Property & Casualty names. HCI ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
14,345 | $4,735,571 | |
| 2 | ALL |
Allstate Corp
|
10,344 | $2,461,251 | |
| 3 | HCI |
HCI Group, Inc.
This page
|
7,689 | $1,347,497 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
10,231 | $1,293,096 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
21,247 | $1,239,762 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,967 | $648,141 |
All Filings in HCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,347,497 | 7,689 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,168,542 | 7,558 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,441,125 | 7,518 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,437,171 | 7,488 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,144,239 | 7,518 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,132,954 | 7,592 | Shares | Defined | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||