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Evergreen Capital Management’s Hartford Financial Services HIG Stock Holding History

Evergreen Capital Management’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52M Buy
11,401
+2,333
+26% +$312K 0.03% 395
2026
Q1 		$1.23M Sell
9,068
-100
-1% -$13.7K 0.03% 439
2025
Q4 		$1.27M Buy
9,168
+5,288
+136% +$698K 0.03% 399
2025
Q3 		$520K Buy
3,880
+59
+2% +$7.57K 0.01% 639
2025
Q2 		$487K Sell
3,821
-29
-0.8% -$3.6K 0.01% 563
2025
Q1 		$478K Sell
3,850
-1
-0% -$115 0.02% 526
2024
Q4 		$423K Buy
3,851
+52
+1% +$6.03K 0.01% 570
2024
Q3 		$449K Sell
3,799
-54
-1% -$5.92K 0.02% 548
2024
Q2 		$389K Buy
3,853
+755
+24% +$75.8K 0.01% 552
2024
Q1 		$321K Buy
3,098
+80
+3% +$7.33K 0.01% 597
2023
Q4 		$244K Buy
3,018
+122
+4% +$9.19K 0.01% 684
2023
Q3 		$207K Buy
2,896
+72
+3% +$5.22K 0.01% 698
2023
Q2 		$204K Buy
+2,824
New +$198K 0.01% 721

Other funds holding HIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Evergreen Capital Management increased its Hartford Financial Services (HIG) stake by 26% in Q2 2026, buying an estimated $312K and bringing the position to 11,401 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #395.

Evergreen Capital Management first reported a position in HIG in Q2 2023 and has held it in 13 quarters since. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Evergreen Capital Management held 11,401 shares of Hartford Financial Services worth $1.52M as of Q2 2026.
  • Evergreen Capital Management bought 2,333 Hartford Financial Services shares in Q2 2026, an estimated $312K.
  • Hartford Financial Services made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #395 holding.
  • Evergreen Capital Management first reported a position in Hartford Financial Services in Q2 2023 and has held it in 13 quarters since.
  • 1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

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