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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HCI holding history

HCI Group, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HCI overviewAll 13F holders of HCIFull Q2 2026 holdings

Shares (Q2 2026)
57,227
Value
$10.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HCI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,227$10.0M<0.1%+3,773+7.1%AddedHolders
Q1 202653,454$8.26M<0.1%−665−1.2%ReducedHolders
Q4 202554,119$10.4M<0.1%+35+0.1%AddedHolders
Q3 202554,084$10.4M<0.1%+1,893+3.6%AddedHolders
Q2 202552,191$7.94M<0.1%+139+0.3%AddedHolders
Q1 202552,052$7.77M<0.1%+98+0.2%AddedHolders
Q4 202451,954$6.05M<0.1%+39+0.1%AddedHolders
Q3 202451,915$5.56M<0.1%−7,918−13.2%ReducedHolders
Q2 202459,833$5.51M<0.1%−14,919−20.0%ReducedHolders
Q1 202474,752$8.68M<0.1%+120.0%AddedHolders
Q4 202374,740$6.53M<0.1%+342+0.5%AddedHolders
Q3 202374,398$4.04M<0.1%+80.0%AddedHolders
Q2 202374,390$4.60M<0.1%+200.0%AddedHolders
Q1 202374,370$3.99M<0.1%+567+0.8%AddedHolders
Q4 202273,803$2.92M<0.1%+612+0.8%AddedHolders
Q3 202273,191$2.87M<0.1%−1,720−2.3%ReducedHolders
Q2 202274,911$5.08M<0.1%00.0%UnchangedHolders
Q1 202274,911$5.11M<0.1%00.0%UnchangedHolders
Q4 202174,911$6.26M<0.1%−301−0.4%ReducedHolders
Q3 202175,212$8.33M<0.1%00.0%UnchangedHolders
Q2 202175,212$7.48M<0.1%00.0%UnchangedHolders
Q1 202175,212$5.78M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.