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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
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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Plato Investment Management's HIG Position: Q1 2026 in Review

Plato Investment Management held its Hartford Financial Services (HIG) position steady in Q1 2026 at 16,593 shares worth $2.25M. The position accounts for 0.15% of the portfolio, ranked #143.

Plato Investment Management first reported a position in HIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.3M in Q4 2025. 1,184 funds tracked by Wall St. Rank hold HIG as of Q1 2026.

  • Plato Investment Management held 16,593 shares of Hartford Financial Services worth $2.25M as of Q1 2026.
  • Plato Investment Management left its Hartford Financial Services share count unchanged in Q1 2026.
  • Hartford Financial Services made up 0.15% of Plato Investment Management's portfolio in Q1 2026, its #143 holding.
  • Plato Investment Management first reported a position in Hartford Financial Services in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Hartford Financial Services position peaked at $2.3M in Q4 2025.
  • 1,184 funds tracked by Wall St. Rank held Hartford Financial Services as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.