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JP Morgan Private Wealth Advisors’s Hanover Insurance THG Stock Holding History

JP Morgan Private 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
2023
Q3 		$438K Buy
3,948
+144
+4% +$15.9K ﹤0.01% 1301
2023
Q2 		$430K Buy
3,804
+114
+3% +$13.5K ﹤0.01% 1098
2023
Q1 		$474K Buy
3,690
+146
+4% +$19.6K ﹤0.01% 1499
2022
Q4 		$479K Buy
3,544
+487
+16% +$67.9K ﹤0.01% 1490
2022
Q3 		$392K Buy
3,057
+1,244
+69% +$168K ﹤0.01% 1553
2022
Q2 		$265K Sell
1,813
-16
-0.9% -$2.35K ﹤0.01% 1708
2022
Q1 		$273K Sell
1,829
-1,195
-40% -$167K ﹤0.01% 1788
2021
Q4 		$396K Sell
3,024
-3,770
-55% -$489K ﹤0.01% 1636
2021
Q3 		$881K Buy
6,794
+1,949
+40% +$265K ﹤0.01% 1275
2021
Q2 		$657K Sell
4,845
-8,329
-63% -$1.14M ﹤0.01% 1381
2021
Q1 		$1.71M Buy
+13,174
New +$1.59M 0.01% 822
2020
Q1 		– Sell
-4,599
Closed -$629K – 1534
2019
Q4 		$629K Sell
4,599
-9
-0.2% -$1.21K ﹤0.01% 962
2019
Q3 		$625K Sell
4,608
-1,792
-28% -$235K ﹤0.01% 925
2019
Q2 		$821K Sell
6,400
-3,116
-33% -$379K ﹤0.01% 808
2019
Q1 		$1.09M Sell
9,516
-1,111
-10% -$128K 0.01% 768
2018
Q4 		$1.24M Sell
10,627
-311
-3% -$34.9K 0.01% 691
2018
Q3 		$1.35M Buy
10,938
+947
+9% +$117K 0.01% 732
2018
Q2 		$1.2M Sell
9,991
-960
-9% -$114K 0.01% 717
2018
Q1 		$1.29M Buy
10,951
+111
+1% +$12.5K 0.01% 590
2017
Q4 		$1.17M Hold
10,840
– – 0.01% 617
2017
Q3 		$1.05M Sell
10,840
-1,890
-15% -$180K 0.01% 620
2017
Q2 		$1.13M Buy
12,730
+9,652
+314% +$830K 0.01% 589
2017
Q1 		$277K Sell
3,078
-181
-6% -$16K ﹤0.01% 1099
2016
Q4 		$297K Sell
3,259
-17
-0.5% -$1.42K ﹤0.01% 996
2016
Q3 		$247K Sell
3,276
-75
-2% -$5.96K ﹤0.01% 1062
2016
Q2 		$284K Sell
3,351
-205
-6% -$17.6K ﹤0.01% 1006
2016
Q1 		$320K Buy
+3,556
New +$294K ﹤0.01% 925

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's THG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Hanover Insurance (THG) stake by 3.8% in Q3 2023, buying an estimated $15.9K and bringing the position to 3,948 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

JP Morgan Private Wealth Advisors first reported a position in THG in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.71M in Q1 2021. 333 funds tracked by Wall St. Rank hold THG as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 3,948 shares of Hanover Insurance worth $438K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 144 Hanover Insurance shares in Q3 2023, an estimated $15.9K.
  • Hanover Insurance made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1301 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Hanover Insurance in Q1 2016 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's Hanover Insurance position peaked at $1.71M in Q1 2021.
  • 333 funds tracked by Wall St. Rank held Hanover Insurance as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.