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Evergreen Capital Management’s HCI Group HCI Stock Holding History

Evergreen Capital Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.75M Buy
38,524
+36,483
+1,788% +$5.75M 0.12% 167
2026
Q1 		$316K Buy
2,041
+2
+0.1% +$327 0.01% 1085
2025
Q4 		$391K Buy
2,039
+2
+0.1% +$377 0.01% 883
2025
Q3 		$391K Sell
2,037
-1
-0% -$158 0.01% 786
2025
Q2 		$310K Buy
2,038
+61
+3% +$9.37K 0.01% 782
2025
Q1 		$295K Buy
1,977
+5
+0.3% +$634 0.01% 759
2024
Q4 		$230K Hold
1,972
– – 0.01% 893
2024
Q3 		$211K Buy
+1,972
New +$187K 0.01% 911
2024
Q2 		– Sell
-1,972
Closed -$229K – 974
2024
Q1 		$229K Buy
+1,972
New +$194K 0.01% 741

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evergreen Capital Management's HCI Position: Q2 2026 in Review

Evergreen Capital Management increased its HCI Group (HCI) stake by 1,788% in Q2 2026, buying an estimated $5.75M and bringing the position to 38,524 shares worth $6.75M. The position accounts for 0.12% of the portfolio, ranked #167.

Evergreen Capital Management first reported a position in HCI in Q1 2024 and has held it in 9 quarters since. 289 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Evergreen Capital Management held 38,524 shares of HCI Group worth $6.75M as of Q2 2026.
  • Evergreen Capital Management bought 36,483 HCI Group shares in Q2 2026, an estimated $5.75M.
  • HCI Group made up 0.12% of Evergreen Capital Management's portfolio in Q2 2026, its #167 holding.
  • Evergreen Capital Management first reported a position in HCI Group in Q1 2024 and has held it in 9 quarters since.
  • 289 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.