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EP Wealth Advisors’s Hanover Insurance THG Stock Holding History

EP 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
2026
Q2 		$315K Sell
1,473
-210
-12% -$39.8K ﹤0.01% 1261
2026
Q1 		$292K Sell
1,683
-72
-4% -$12.5K ﹤0.01% 1184
2025
Q4 		$321K Buy
+1,755
New +$316K ﹤0.01% 1099

Other funds holding THG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EP Wealth Advisors's THG Position: Q2 2026 in Review

EP Wealth Advisors reduced its Hanover Insurance (THG) stake by 12% in Q2 2026, selling an estimated $39.8K and leaving 1,473 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

EP Wealth Advisors first reported a position in THG in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q4 2025. 547 funds tracked by Wall St. Rank hold THG as of Q2 2026.

  • EP Wealth Advisors held 1,473 shares of Hanover Insurance worth $315K as of Q2 2026.
  • EP Wealth Advisors sold 210 Hanover Insurance shares in Q2 2026, an estimated $39.8K.
  • Hanover Insurance made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1261 holding.
  • EP Wealth Advisors first reported a position in Hanover Insurance in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Hanover Insurance position peaked at $321K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Hanover Insurance as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.