EVERGREEN CAPITAL MANAGEMENT LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 1260824 Bellevue, WA

Position in HIG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,226,264

-$37,086 QoQ

Shares Held

9,068

-1.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.2756947507719453.ToString("F0")% Shared 99.72430524922805.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $32,478,167 across 6 Insurance - Diversified names. HIG ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	53,550	$25,661,159
2	AIG	American International Group, Inc.	52,752	$3,969,587
3	HIG	Hartford Insurance Group, Inc. This page	9,068	$1,226,264
4	ACGL	Arch Capital Group Ltd.	7,470	$717,044
5	AEG	Aegon Ltd.	75,175	$545,770
6	SLF	Sun Life Financial Inc	5,728	$358,343

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,226,264	9,068	-1.1%	Shares	Other	2026-05-14
2025-12-31	$1,263,350	9,168	+136.3%	Shares	Sole	2026-01-27
2025-09-30	$517,553	3,880	+1.5%	Shares	Other	2025-10-28
2025-06-30	$484,770	3,821	-0.8%	Shares	Other	2025-08-14
2025-03-31	$476,360	3,850	-0.0%	Shares	Other	2025-05-15
2024-12-31	$421,298	3,851	+1.4%	Shares	Other	2025-02-13
2024-09-30	$446,799	3,799	-1.4%	Shares	Other	2024-11-14
2024-06-30	$387,379	3,853	+24.4%	Shares	Other	2024-08-14
2024-03-31	$319,248	3,098	+2.7%	Shares	Sole	2024-05-15
2023-12-31	$242,586	3,018	+4.2%	Shares	Other	2024-02-14
2023-09-30	$205,354	2,896	+2.5%	Shares	Sole	2023-11-14
2023-06-30	$203,383	2,824	—	Shares	Other	2023-08-14
No filing history on record for this holder in this stock.