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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

HIG holding history

Hartford Insurance Group, Inc. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HIG overviewAll 13F holders of HIGFull Q2 2026 holdings

Shares (Q2 2026)
2,107
Value
$279.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of HIG by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,107$279.2K<0.1%00.0%UnchangedHolders
Q1 20262,107$284.9K<0.1%00.0%UnchangedHolders
Q4 20252,107$290.3K<0.1%00.0%UnchangedHolders
Q3 20252,107$281.1K<0.1%−106−4.8%ReducedHolders
Q2 20252,213$280.8K<0.1%00.0%UnchangedHolders
Q1 20252,213$273.8K<0.1%00.0%UnchangedHolders
Q4 20242,213$242.1K<0.1%00.0%UnchangedHolders
Q3 20242,213$260.3K<0.1%00.0%UnchangedHolders
Q2 20242,213$222.5K<0.1%00.0%UnchangedHolders
Q1 20242,213$228.0K<0.1%+2,213NewHolders