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Caldwell Trust’s Hanover Insurance THG Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-28
Closed -$3.6K – 785
2023
Q1 		$3.6K Hold
28
– – ﹤0.01% 683
2022
Q4 		$3.78K Hold
28
– – ﹤0.01% 676
2022
Q3 		$3.59K Hold
28
– – ﹤0.01% 675
2022
Q2 		$4.09K Hold
28
– – ﹤0.01% 692
2022
Q1 		$4.19K Hold
28
– – ﹤0.01% 697
2021
Q4 		$3.67K Hold
28
– – ﹤0.01% 695
2021
Q3 		$3.63K Hold
28
– – ﹤0.01% 687
2021
Q2 		$3.8K Hold
28
– – ﹤0.01% 694
2021
Q1 		$3.63K Hold
28
– – ﹤0.01% 686
2020
Q4 		$3.27K Hold
28
– – ﹤0.01% 689
2020
Q3 		$2.61K Hold
28
– – ﹤0.01% 693
2020
Q2 		$2.84K Hold
28
– – ﹤0.01% 725
2020
Q1 		$2.54K Hold
28
– – ﹤0.01% 744
2019
Q4 		$3.83K Buy
+28
New +$3.77K ﹤0.01% 757

Other funds holding THG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Caldwell Trust's THG Position: Q2 2023 in Review

Caldwell Trust sold out of Hanover Insurance (THG) in Q2 2023, closing a stake of 28 shares — an estimated $3.6K sold.

Caldwell Trust first reported a position in THG in Q4 2019 and held it in 14 quarters. The position peaked at $4.19K in Q1 2022. 336 funds tracked by Wall St. Rank hold THG as of Q2 2023.

  • Caldwell Trust reported no remaining Hanover Insurance position as of Q2 2023 after selling out during the quarter.
  • Caldwell Trust sold 28 Hanover Insurance shares in Q2 2023, an estimated $3.6K.
  • Caldwell Trust first reported a position in Hanover Insurance in Q4 2019 and held it in 14 quarters.
  • Caldwell Trust's Hanover Insurance position peaked at $4.19K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Hanover Insurance as of Q2 2023.

Based on Caldwell Trust's 13F filing for Q2 2023, filed 1 Oct 2025.