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Morton Brown Family Wealth’s Hanover Insurance THG Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-17
Closed -$2K – 328
2022
Q2 		$2K Buy
+17
New +$2.5K ﹤0.01% 205

Other funds holding THG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morton Brown Family Wealth's THG Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Hanover Insurance (THG) in Q3 2022, closing a stake of 17 shares — an estimated $2K sold.

Morton Brown Family Wealth first reported a position in THG in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 332 funds tracked by Wall St. Rank hold THG as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Hanover Insurance position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 17 Hanover Insurance shares in Q3 2022, an estimated $2K.
  • Morton Brown Family Wealth first reported a position in Hanover Insurance in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Hanover Insurance position peaked at $2K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held Hanover Insurance as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.