Bar Harbor Wealth Management’s Hanover Insurance THG Stock Holding History

Bar Harbor Wealth Management’s Portfolio THG Stock Details THG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$279K	Hold	1,305	–	–	0.02%	235
2026 Q2	$279K	Sell	1,305 -55	-4%	-$10.4K	0.02%	227
2026 Q1	$236K	Hold	1,360	–	–	0.01%	240
2025 Q4	$249K	Hold	1,360	–	–	0.01%	234
2025 Q3	$247K	Hold	1,360	–	–	0.01%	233
2025 Q2	$231K	Sell	1,360 -120	-8%	-$20K	0.01%	233
2025 Q1	$257K	Hold	1,480	–	–	0.02%	221
2024 Q4	$229K	Hold	1,480	–	–	0.02%	237
2024 Q3	$219K	Buy	+1,480	New	+$203K	0.01%	254
2024 Q2	–	Sell	-1,480	Closed	-$202K	–	263
2024 Q1	$202K	Buy	+1,480	New	+$192K	0.01%	249
2022 Q3	–	Sell	-1,550	Closed	-$227K	–	264
2022 Q2	$227K	Hold	1,550	–	–	0.02%	246
2022 Q1	$232K	Sell	1,550 -100	-6%	-$14K	0.02%	218
2021 Q4	$216K	Hold	1,650	–	–	0.02%	227
2021 Q3	$214K	Hold	1,650	–	–	0.02%	233
2021 Q2	$224K	Hold	1,650	–	–	0.02%	232
2021 Q1	$214K	Buy	+1,650	New	+$199K	0.02%	237
2020 Q1	–	Sell	-2,001	Closed	-$273K	–	279
2019 Q4	$273K	Hold	2,001	–	–	0.03%	253
2019 Q3	$271K	Hold	2,001	–	–	0.03%	262
2019 Q2	$257K	Hold	2,001	–	–	0.03%	272
2019 Q1	$228K	Hold	2,001	–	–	0.03%	269
2018 Q4	$234K	Hold	2,001	–	–	0.03%	254
2018 Q3	$247K	Hold	2,001	–	–	0.03%	274
2018 Q2	$239K	Hold	2,001	–	–	0.03%	278
2018 Q1	$236K	Hold	2,001	–	–	0.03%	277
2017 Q4	$216K	Buy	+2,001	New	+$206K	0.03%	289

Other funds holding THG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bar Harbor Wealth Management's THG Position: Q3 2026 in Review

Bar Harbor Wealth Management held its Hanover Insurance (THG) position steady in Q3 2026 at 1,305 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #235.

Bar Harbor Wealth Management first reported a position in THG in Q4 2017 and has held it in 25 quarters since. 455 funds tracked by Wall St. Rank hold THG as of Q3 2026.

Bar Harbor Wealth Management held 1,305 shares of Hanover Insurance worth $279K as of Q3 2026.
Bar Harbor Wealth Management left its Hanover Insurance share count unchanged in Q3 2026.
Hanover Insurance made up 0.02% of Bar Harbor Wealth Management's portfolio in Q3 2026, its #235 holding.
Bar Harbor Wealth Management first reported a position in Hanover Insurance in Q4 2017 and has held it in 25 quarters since.
455 funds tracked by Wall St. Rank held Hanover Insurance as of Q3 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.