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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

IBEX Wealth Advisors opened a new position in Hanover Insurance (THG) in Q1 2026: 1,947 shares worth $338K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in THG as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in THG in Q4 2016 and has held it in 5 quarters since. The position peaked at $350K in Q3 2025. 502 funds tracked by Wall St. Rank hold THG as of Q1 2026.

IBEX Wealth Advisors held 1,947 shares of Hanover Insurance worth $338K as of Q1 2026.
Hanover Insurance was a new IBEX Wealth Advisors position in Q1 2026.
Hanover Insurance made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #178 holding.
IBEX Wealth Advisors first reported a position in Hanover Insurance in Q4 2016 and has held it in 5 quarters since.
IBEX Wealth Advisors's Hanover Insurance position peaked at $350K in Q3 2025.
502 funds tracked by Wall St. Rank held Hanover Insurance as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.