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Independent Solutions Wealth Management’s Hanover Insurance THG Stock Holding History

Independent Solutions Wealth Management’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
2022
Q4 		– Sell
-2,362
Closed -$303K – 226
2022
Q3 		$303K Buy
2,362
+187
+9% +$25.3K 0.1% 158
2022
Q2 		$318K Buy
+2,175
New +$319K 0.1% 155

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Independent Solutions Wealth Management's THG Position: Q4 2022 in Review

Independent Solutions Wealth Management sold out of Hanover Insurance (THG) in Q4 2022, closing a stake of 2,362 shares — an estimated $303K sold.

Independent Solutions Wealth Management first reported a position in THG in Q2 2022 and held it in 2 quarters. The position peaked at $318K in Q2 2022. 355 funds tracked by Wall St. Rank hold THG as of Q4 2022.

  • Independent Solutions Wealth Management reported no remaining Hanover Insurance position as of Q4 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,362 Hanover Insurance shares in Q4 2022, an estimated $303K.
  • Independent Solutions Wealth Management first reported a position in Hanover Insurance in Q2 2022 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Hanover Insurance position peaked at $318K in Q2 2022.
  • 355 funds tracked by Wall St. Rank held Hanover Insurance as of Q4 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2022, filed 19 Dec 2024.