Position in HCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,751,331
+$6,435,772 QoQ
Shares Held
38,524
+1787.5% QoQ
Ownership
0.302%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2
of 48 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in HCI Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $29,787,682 across 20 Insurance - Property & Casualty names. HCI ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
28,631 | $9,755,726 | |
| 2 | HCI |
HCI Group, Inc.
This page
|
38,524 | $6,751,331 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,471 | $2,287,389 | |
| 4 | ALL |
Allstate Corp
|
6,624 | $1,576,114 | |
| 5 | TRV |
Travelers Companies, Inc.
|
3,074 | $1,014,788 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
4,727 | $1,012,145 | |
| 7 | CNA |
Cna Financial Corp
|
18,863 | $916,930 | |
| 8 | L |
Loews Corp
|
7,509 | $850,093 |
All Filings in HCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,751,331 | 38,524 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $315,559 | 2,041 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $390,855 | 2,039 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $390,961 | 2,037 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $310,183 | 2,038 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $295,027 | 1,977 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $229,797 | 1,972 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $211,122 | 1,972 | Shares | Other | 2024-11-14 | |
| 2024-03-31 | $228,909 | 1,972 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||