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Plato Investment Management’s Hartford Financial Services HIG Stock Holding History

Plato Investment 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 		$2.19M Hold
16,593
– – 0.12% 172
2026
Q1 		$2.25M Hold
16,593
– – 0.15% 143
2025
Q4 		$2.3M Hold
16,593
– – 0.15% 142
2025
Q3 		$2.2M Hold
16,593
– – 0.15% 144
2025
Q2 		$2.1M Buy
16,593
+140
+0.9% +$17.4K 0.16% 147
2025
Q1 		$2.06M Sell
16,453
-2,005
-11% -$230K 0.17% 144
2024
Q4 		$2.03M Hold
18,458
– – 0.15% 153
2024
Q3 		$2.17M Hold
18,458
– – 0.18% 138
2024
Q2 		$1.86M Buy
18,458
+497
+3% +$49.9K 0.17% 130
2024
Q1 		$1.85M Buy
17,961
+17,684
+6,384% +$1.62M 0.19% 127
2023
Q4 		$22.3K Buy
+277
New +$20.9K 0.03% 309

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 $3.38T AUM 44.17% 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

Plato Investment Management's HIG Position: Q2 2026 in Review

Plato Investment Management held its Hartford Financial Services (HIG) position steady in Q2 2026 at 16,593 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #172.

Plato Investment Management first reported a position in HIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.3M in Q4 2025. 1,201 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Plato Investment Management held 16,593 shares of Hartford Financial Services worth $2.19M as of Q2 2026.
  • Plato Investment Management left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.12% of Plato Investment Management's portfolio in Q2 2026, its #172 holding.
  • Plato Investment Management first reported a position in Hartford Financial Services in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Hartford Financial Services position peaked at $2.3M in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.