Position in HCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,697,463
-$459,624 QoQ
Shares Held
10,979
-2.4% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HCI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $220,160,466 across 27 Insurance - Property & Casualty names. HCI ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
200,690 | $41,611,064 | |
| 2 | CB |
Chubb Ltd
|
127,095 | $41,424,073 | |
| 3 | TRV |
Travelers Companies, Inc.
|
128,979 | $37,620,594 | |
| 4 | L |
Loews Corp
|
196,396 | $20,963,309 | |
| 5 | CINF |
Cincinnati Financial Corp
|
125,487 | $19,745,379 | |
| 6 | PGR |
Progressive Corp/Oh/
|
94,172 | $18,668,657 | |
| 7 | WRB |
Berkley W R Corp
|
196,070 | $12,995,519 | |
| 8 | AIZ |
Assurant, Inc.
|
23,514 | $5,121,584 |
All Filings in HCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,697,463 | 10,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,157,087 | 11,253 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,140,979 | 11,155 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,376,649 | 9,045 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,346,949 | 9,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,049,119 | 9,003 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $848,654 | 9,710 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $527,155 | 9,710 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $384,418 | 9,710 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $380,632 | 9,710 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $657,949 | 9,710 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $649,073 | 9,520 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $795,300 | 9,520 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,054,530 | 9,520 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $946,573 | 9,520 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $666,643 | 8,678 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $453,859 | 8,678 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $427,738 | 8,678 | Shares | Sole | 2020-12-10 | |
| No filing history on record for this holder in this stock. | ||||||