Position in HCI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,448,556
+$1,348,349 QoQ
Shares Held
65,327
0.0% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
32.67%
of 13F equity value
Holder Rank
#1
of 48 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, 2026Base Wealth Management LLC holds $11,448,556 across 1 Insurance - Property & Casualty name. HCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCI |
HCI Group, Inc.
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|
65,327 | $11,448,556 |
All Filings in HCI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,448,556 | 65,327 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,100,207 | 65,327 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,522,532 | 65,327 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,538,211 | 65,327 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $9,942,769 | 65,327 | Shares | Sole | 2025-09-19 | |
| 2025-03-31 | $9,748,748 | 65,327 | Shares | Sole | 2025-09-19 | |
| No filing history on record for this holder in this stock. | ||||||