Position in HCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,270,643
+$338,895 QoQ
Shares Held
30,075
-5.7% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#42
of 286 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, 2026Moran Wealth Management, LLC holds $21,082,567 across 6 Insurance - Property & Casualty names. HCI ranks #2 (25.0% of the industry book) .
All Filings in HCI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,270,643 | 30,075 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,931,748 | 31,898 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,767,428 | 14,437 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,999,290 | 15,627 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||