JFS Wealth Advisors’s Hanover Insurance THG Stock Holding History

JFS 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	$7.92K	Hold	37	–	–	﹤0.01%	1109
2026 Q1	$6.41K	Sell	37 -4	-10%	-$696	﹤0.01%	1111
2025 Q4	$7.49K	Buy	41 +11	+37%	+$1.98K	﹤0.01%	1085
2025 Q3	$5.45K	Sell	30 -1	-3%	-$171	﹤0.01%	1083
2025 Q2	$5.27K	Buy	31 +1	+3%	+$167	﹤0.01%	1065
2025 Q1	$5.22K	Hold	30	–	–	﹤0.01%	1108
2024 Q4	$4.64K	Hold	30	–	–	﹤0.01%	1155
2024 Q3	$4.44K	Buy	30 +1	+3%	+$137	﹤0.01%	1166
2024 Q2	$3.64K	Hold	29	–	–	﹤0.01%	1190
2024 Q1	$3.95K	Sell	29 -4	-12%	-$519	﹤0.01%	1185
2023 Q4	$4.01K	Buy	33 +18	+120%	+$2.14K	﹤0.01%	1144
2023 Q3	$1.67K	Sell	15 -10	-40%	-$1.1K	﹤0.01%	1434
2023 Q2	$2.83K	Sell	25 -2	-7%	-$237	﹤0.01%	1252
2023 Q1	$3.47K	Sell	27 -11	-29%	-$1.48K	﹤0.01%	1143
2022 Q4	$5.13K	Sell	38 -1	-3%	-$139	﹤0.01%	981
2022 Q3	$5K	Hold	39	–	–	﹤0.01%	1012
2022 Q2	$6K	Buy	39 +8	+26%	+$1.17K	﹤0.01%	957
2022 Q1	$5K	Buy	31 +19	+158%	+$2.66K	﹤0.01%	1069
2021 Q4	$2K	Buy	+12	New	+$1.56K	﹤0.01%	1171

Other funds holding THG

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return