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BerganKDV Wealth Management’s Hanover Insurance THG Stock Holding History

BerganKDV 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
2022
Q3 		– Sell
-9
Closed -$1K – 1065
2022
Q2 		$1K Hold
9
– – ﹤0.01% 936
2022
Q1 		$1K Hold
9
– – ﹤0.01% 964
2021
Q4 		$1K Hold
9
– – ﹤0.01% 1017
2021
Q3 		$1K Hold
9
– – ﹤0.01% 1002
2021
Q2 		$1K Hold
9
– – ﹤0.01% 950
2021
Q1 		$1K Hold
9
– – ﹤0.01% 896
2020
Q4 		$1K Buy
+9
New +$971 ﹤0.01% 901
2020
Q2 		– Sell
-16
Closed -$1K – 1091
2020
Q1 		$1K Hold
16
– – ﹤0.01% 884
2019
Q4 		$2K Buy
+16
New +$2.15K ﹤0.01% 802

Other funds holding THG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BerganKDV Wealth Management's THG Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Hanover Insurance (THG) in Q3 2022, closing a stake of 9 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in THG in Q4 2019 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 332 funds tracked by Wall St. Rank hold THG as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Hanover Insurance position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 9 Hanover Insurance shares in Q3 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Hanover Insurance in Q4 2019 and held it in 9 quarters.
  • BerganKDV Wealth Management's Hanover Insurance position peaked at $2K in Q4 2019.
  • 332 funds tracked by Wall St. Rank held Hanover Insurance as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.