Position in HCI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$95,336
+$11,229 QoQ
Shares Held
544
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 286 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $6,109,804 across 8 Insurance - Property & Casualty names. HCI ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
45,219 | $3,189,296 | |
| 2 | ALL |
Allstate Corp
|
9,778 | $2,326,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,079 | $356,199 | |
| 4 | HCI |
HCI Group, Inc.
This page
|
544 | $95,336 | |
| 5 | CB |
Chubb Ltd
|
233 | $79,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
190 | $35,176 | |
| 7 | ORI |
Old Republic International Corp
|
600 | $24,552 | |
| 8 | PGR |
Progressive Corp/Oh/
|
15 | $3,276 |
All Filings in HCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,336 | 544 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $84,107 | 544 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $104,279 | 544 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $104,409 | 544 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $82,796 | 544 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $87,001 | 583 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $85,183 | 731 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $83,292 | 778 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $73,828 | 801 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $92,980 | 801 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $70,007 | 801 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $43,486 | 801 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $49,485 | 801 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $42,933 | 801 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $31,711 | 801 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $31,399 | 801 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $54,275 | 801 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $54,612 | 801 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $85,127 | 1,019 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $112,874 | 1,019 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $101,319 | 1,019 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $78,279 | 1,019 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $55,594 | 1,063 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $52,395 | 1,063 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $49,089 | 1,063 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $42,785 | 1,063 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||