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Compass Planning Associates’s Hanover Insurance THG Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-126
Closed -$21.4K – 110
2025
Q2 		$21.4K Hold
126
– – 0.02% 80
2025
Q1 		$21.9K Hold
126
– – 0.02% 82
2024
Q4 		$19.5K Buy
+126
New +$19.5K 0.02% 85

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Compass Planning Associates's THG Position: Q3 2025 in Review

Compass Planning Associates sold out of Hanover Insurance (THG) in Q3 2025, closing a stake of 126 shares — an estimated $21.4K sold.

Compass Planning Associates first reported a position in THG in Q4 2024 and held it in 3 quarters. The position peaked at $21.9K in Q1 2025. 459 funds tracked by Wall St. Rank hold THG as of Q3 2025.

  • Compass Planning Associates reported no remaining Hanover Insurance position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 126 Hanover Insurance shares in Q3 2025, an estimated $21.4K.
  • Compass Planning Associates first reported a position in Hanover Insurance in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Hanover Insurance position peaked at $21.9K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Hanover Insurance as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.