BankPlus Trust Department’s Hartford Financial Services HIG Stock Holding History

BankPlus Trust Department’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	$1.85K	Hold	14	–	–	﹤0.01%	436
2026 Q1	$1.89K	Hold	14	–	–	﹤0.01%	432
2025 Q4	$1.93K	Hold	14	–	–	﹤0.01%	430
2025 Q3	$1.87K	Hold	14	–	–	﹤0.01%	427
2025 Q2	$1.78K	Hold	14	–	–	﹤0.01%	419
2025 Q1	$1.73K	Hold	14	–	–	﹤0.01%	440
2024 Q4	$1.53K	Buy	+14	New	+$1.62K	﹤0.01%	414

Other funds holding HIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BankPlus Trust Department's HIG Position: Q2 2026 in Review

BankPlus Trust Department held its Hartford Financial Services (HIG) position steady in Q2 2026 at 14 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

BankPlus Trust Department first reported a position in HIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

BankPlus Trust Department held 14 shares of Hartford Financial Services worth $1.85K as of Q2 2026.
BankPlus Trust Department left its Hartford Financial Services share count unchanged in Q2 2026.
Hartford Financial Services made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #436 holding.
BankPlus Trust Department first reported a position in Hartford Financial Services in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Hartford Financial Services position peaked at $1.93K in Q4 2025.
1,196 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.