EVERGREEN CAPITAL MANAGEMENT LLC
Position in HIG — Hartford Insurance Group, Inc.
CIK 1260824
Bellevue, WA
Position in HIG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,510,860
+$284,596 QoQ
Shares Held
11,401
+25.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#453
of 1,192 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HIG Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $30,784,028 across 6 Insurance - Diversified names. HIG ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
|
45,087 | $22,561,083 | |
| 2 | AIG |
American International Group, Inc.
|
60,851 | $4,535,224 | |
| 3 | HIG |
Hartford Insurance Group, Inc.
This page
|
11,401 | $1,510,860 | |
| 4 | ACGL |
Arch Capital Group Ltd.
|
10,682 | $1,036,794 | |
| 5 | AEG |
Aegon Ltd.
|
85,249 | $719,501 | |
| 6 | SLF |
Sun Life Financial Inc
|
5,363 | $420,566 |
All Filings in HIG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,860 | 11,401 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,226,264 | 9,068 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,263,350 | 9,168 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $517,553 | 3,880 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $484,770 | 3,821 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $476,360 | 3,850 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $421,298 | 3,851 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $446,799 | 3,799 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $387,379 | 3,853 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $319,248 | 3,098 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $242,586 | 3,018 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $205,354 | 2,896 | 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. | ||||||