HCI HCI GROUP INC

Ownership history in Allworth Financial LP  ·  12 quarters on record

AI Ownership Summary

Allworth Financial LP reported HCI GROUP INC (HCI) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows HCI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Allworth Financial LP's position in HCI GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HCI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Allworth Financial LP held HCI — position size vs. price
% of Fund (quarterly)    HCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 547 +521 +2003.8% 0.00% $105K 2025-12-02 $176.53
2025 Q2 ADDED 26 +21 +420.0% 0.00% $4K 2025-08-07 $136.85
2025 Q1 UNCHANGED 5 0% 0.00% $715 2025-04-30 $144.86
2024 Q4 REDUCED 5 -55 -91.7% 0.00% $628 2025-01-30 $120.72
2024 Q3 REDUCED 60 -4 -6.2% 0.00% $6K 2024-10-23 $111.51
2024 Q2 ADDED 64 +10 +18.5% 0.00% $6K 2024-07-24 $86.97
2024 Q1 UNCHANGED 54 0% 0.00% $6K 2024-04-25 $113.22
2023 Q4 UNCHANGED 54 0% 0.00% $5K 2024-01-24 $89.35
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Allworth Financial LP and HCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Allworth Financial LP reported owning HCI?

Allworth Financial LP reported HCI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HCI position in Allworth Financial LP's portfolio?

The largest reported portfolio weight for HCI was 0.00% in 2025 Q3.

What is the latest reported HCI position on this page?

The most recent filing on this page is 2025 Q3, when Allworth Financial LP reported 547 shares, equal to 0.00% of portfolio, with an estimated market value of $105K.

What does the chart on this HCI ownership page compare?

The chart compares Allworth Financial LP's quarterly HCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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