HCI HCI GROUP INC

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  14 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported HCI GROUP INC (HCI) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows HCI at 0.13% 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 BALDWIN WEALTH PARTNERS LLC/MA'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
2026 Q1

HCI was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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 2026 Q1

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 BALDWIN WEALTH PARTNERS LLC/MA held HCI — position size vs. price
% of Fund (quarterly)    HCI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,337 0% 0.13% $1.8M 2026-04-14 $153.39
2025 Q4 UNCHANGED 11,337 0% 0.14% $2.2M 2026-01-07 $173.26
2025 Q3 REDUCED 11,337 -667 -5.6% 0.14% $2.2M 2025-10-14 $197.12
2025 Q2 REDUCED 12,004 -230 -1.9% 0.12% $1.8M 2025-07-24 $137.96
2025 Q1 REDUCED 12,234 -373 -3.0% 0.13% $1.8M 2025-04-14 $147.27
2024 Q4 REDUCED 12,607 -380 -2.9% 0.10% $1.5M 2025-01-22 $123.90
2024 Q3 REDUCED 12,987 -330 -2.5% 0.09% $1.4M 2024-10-16 $114.08
2024 Q2 UNCHANGED 13,317 0% 0.10% $1.2M 2024-07-12 $86.21
2024 Q1 REDUCED 13,317 -80 -0.6% 0.12% $1.5M 2024-04-12 $106.66
2023 Q4 REDUCED 13,397 -100 -0.7% 0.09% $1.2M 2024-01-08 $86.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and HCI

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

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning HCI?

BALDWIN WEALTH PARTNERS LLC/MA reported HCI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HCI position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for HCI was 0.14% in 2025 Q3.

What is the latest reported HCI position on this page?

The most recent filing on this page is 2026 Q1, when BALDWIN WEALTH PARTNERS LLC/MA reported 11,337 shares, equal to 0.13% of portfolio, with an estimated market value of $1.8M.

What does the chart on this HCI ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA'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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