Summit Wealth Group’s Hanover Insurance THG Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-12,850	Closed	–	–	241
2023 Q1	$0	Buy	+12,850	New	+$1.73M	﹤0.01%	250

Other funds holding THG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Summit Wealth Group's THG Position: Q2 2023 in Review

Summit Wealth Group sold out of Hanover Insurance (THG) in Q2 2023, closing a stake of 12,850 shares.

Summit Wealth Group first reported a position in THG in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 336 funds tracked by Wall St. Rank hold THG as of Q2 2023.

Summit Wealth Group reported no remaining Hanover Insurance position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 12,850 Hanover Insurance shares in Q2 2023.
Summit Wealth Group first reported a position in Hanover Insurance in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Hanover Insurance position peaked at $0 in Q1 2023.
336 funds tracked by Wall St. Rank held Hanover Insurance as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.