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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
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 $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's HCI Position: Q1 2026 in Review

Evergreen Capital Management increased its HCI Group (HCI) stake by 0.1% in Q1 2026, buying an estimated $327 and bringing the position to 2,041 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1085.

Evergreen Capital Management first reported a position in HCI in Q1 2024 and has held it in 8 quarters since. The position peaked at $391K in Q3 2025. 278 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Evergreen Capital Management held 2,041 shares of HCI Group worth $316K as of Q1 2026.
  • Evergreen Capital Management bought 2 HCI Group shares in Q1 2026, an estimated $327.
  • HCI Group made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1085 holding.
  • Evergreen Capital Management first reported a position in HCI Group in Q1 2024 and has held it in 8 quarters since.
  • Evergreen Capital Management's HCI Group position peaked at $391K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.