IBEX Wealth Advisors’s Hanover Insurance THG Stock Holding History

IBEX 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	$419K	Buy	1,956 +9	+0.5%	+$1.7K	0.03%	168
2026 Q1	$338K	Buy	+1,947	New	+$339K	0.03%	178
2025 Q4	–	Sell	-1,927	Closed	-$350K	–	194
2025 Q3	$350K	Buy	1,927 +10	+0.5%	+$1.71K	0.03%	174
2025 Q2	$326K	Buy	+1,917	New	+$320K	0.03%	166
2025 Q1	–	Sell	-1,897	Closed	-$293K	–	201
2024 Q4	$293K	Buy	+1,897	New	+$294K	0.03%	180
2017 Q1	–	Sell	-503	Closed	-$42K	–	351
2016 Q4	$42K	Buy	+503	New	+$41.9K	0.02%	179

Other funds holding THG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

IBEX Wealth Advisors increased its Hanover Insurance (THG) stake by 0.46% in Q2 2026, buying an estimated $1.7K and bringing the position to 1,956 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #168.

IBEX Wealth Advisors first reported a position in THG in Q4 2016 and has held it in 6 quarters since. 547 funds tracked by Wall St. Rank hold THG as of Q2 2026.

IBEX Wealth Advisors held 1,956 shares of Hanover Insurance worth $419K as of Q2 2026.
IBEX Wealth Advisors bought 9 Hanover Insurance shares in Q2 2026, an estimated $1.7K.
Hanover Insurance made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #168 holding.
IBEX Wealth Advisors first reported a position in Hanover Insurance in Q4 2016 and has held it in 6 quarters since.
547 funds tracked by Wall St. Rank held Hanover Insurance as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.