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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EP Wealth Advisors's THG Position: Q1 2026 in Review

EP Wealth Advisors reduced its Hanover Insurance (THG) stake by 4.1% in Q1 2026, selling an estimated $12.5K and leaving 1,683 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

EP Wealth Advisors first reported a position in THG in Q4 2025 and has held it in 2 quarters since. The position peaked at $321K in Q4 2025. 502 funds tracked by Wall St. Rank hold THG as of Q1 2026.

  • EP Wealth Advisors held 1,683 shares of Hanover Insurance worth $292K as of Q1 2026.
  • EP Wealth Advisors sold 72 Hanover Insurance shares in Q1 2026, an estimated $12.5K.
  • Hanover Insurance made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1184 holding.
  • EP Wealth Advisors first reported a position in Hanover Insurance in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Hanover Insurance position peaked at $321K in Q4 2025.
  • 502 funds tracked by Wall St. Rank held Hanover Insurance as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.