Baystate Wealth Management’s Hanover Insurance THG Stock Holding History

Baystate 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
2023 Q4	$43.8K	Buy	360 +352	+4,400%	+$41.9K	﹤0.01%	406
2023 Q3	$920	Hold	8	–	–	﹤0.01%	896
2023 Q2	$934	Hold	8	–	–	﹤0.01%	938
2023 Q1	$1.06K	Hold	8	–	–	﹤0.01%	926
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	913
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	859
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	874
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	858
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	852
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	806
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	772
2021 Q1	$1K	Buy	+8	New	+$965	﹤0.01%	701
2020 Q4	–	Sell	-271	Closed	-$25K	–	761
2020 Q3	$25K	Hold	271	–	–	﹤0.01%	296
2020 Q2	$27K	Hold	271	–	–	﹤0.01%	274
2020 Q1	$25K	Hold	271	–	–	﹤0.01%	261
2019 Q4	$37K	Hold	271	–	–	﹤0.01%	259
2019 Q3	$37K	Hold	271	–	–	﹤0.01%	236
2019 Q2	$34K	Hold	271	–	–	﹤0.01%	256
2019 Q1	$32K	Hold	271	–	–	﹤0.01%	263
2018 Q4	$30K	Hold	271	–	–	﹤0.01%	265
2018 Q3	$32K	Hold	271	–	–	0.01%	250
2018 Q2	$34K	Buy	+271	New	+$32.2K	0.01%	234

Other funds holding THG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Baystate Wealth Management's THG Position: Q4 2023 in Review

Baystate Wealth Management increased its Hanover Insurance (THG) stake by 4,400% in Q4 2023, buying an estimated $41.9K and bringing the position to 360 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Baystate Wealth Management first reported a position in THG in Q2 2018 and has held it in 22 quarters since. 342 funds tracked by Wall St. Rank hold THG as of Q4 2023.

Baystate Wealth Management held 360 shares of Hanover Insurance worth $43.8K as of Q4 2023.
Baystate Wealth Management bought 352 Hanover Insurance shares in Q4 2023, an estimated $41.9K.
Hanover Insurance made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #406 holding.
Baystate Wealth Management first reported a position in Hanover Insurance in Q2 2018 and has held it in 22 quarters since.
342 funds tracked by Wall St. Rank held Hanover Insurance as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.