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CM Wealth Advisors’s Hanover Insurance THG Stock Holding History

CM Wealth Advisors’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
-11,494
Closed -$1.34M – 403
2023
Q1 		$1.34M Buy
+11,494
New +$1.55M 0.26% 101

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CM Wealth Advisors's THG Position: Q2 2023 in Review

CM Wealth Advisors sold out of Hanover Insurance (THG) in Q2 2023, closing a stake of 11,494 shares — an estimated $1.34M sold.

CM Wealth Advisors first reported a position in THG in Q1 2023 and held it in 1 quarter. The position peaked at $1.34M in Q1 2023. 336 funds tracked by Wall St. Rank hold THG as of Q2 2023.

  • CM Wealth Advisors reported no remaining Hanover Insurance position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 11,494 Hanover Insurance shares in Q2 2023, an estimated $1.34M.
  • CM Wealth Advisors first reported a position in Hanover Insurance in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Hanover Insurance position peaked at $1.34M in Q1 2023.
  • 336 funds tracked by Wall St. Rank held Hanover Insurance as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.