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Heartwood Wealth Advisors’s Hanover Insurance THG Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-3
Closed -$545 – 551
2025
Q3 		$545 Buy
+3
New +$514 ﹤0.01% 593

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Heartwood Wealth Advisors's THG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Hanover Insurance (THG) in Q4 2025, closing a stake of 3 shares — an estimated $545 sold.

Heartwood Wealth Advisors first reported a position in THG in Q3 2025 and held it in 1 quarter. The position peaked at $545 in Q3 2025. 496 funds tracked by Wall St. Rank hold THG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Hanover Insurance position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 3 Hanover Insurance shares in Q4 2025, an estimated $545.
  • Heartwood Wealth Advisors first reported a position in Hanover Insurance in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Hanover Insurance position peaked at $545 in Q3 2025.
  • 496 funds tracked by Wall St. Rank held Hanover Insurance as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.