True Wealth Design’s Hanover Insurance THG Stock Holding History

True Wealth Design’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 Q3	$124K	Buy	579 +31	+6%	+$6.9K	0.03%	216
2026 Q2	$117K	Buy	548 +120	+28%	+$22.7K	0.03%	216
2026 Q1	$74.2K	Buy	428 +58	+16%	+$10.1K	0.02%	291
2025 Q4	$67.6K	Sell	370 -1	-0.3%	-$180	0.02%	257
2025 Q3	$67.4K	Buy	371 +43	+13%	+$7.37K	0.02%	250
2025 Q2	$55.7K	Buy	328 +4	+1%	+$668	0.02%	190
2025 Q1	$56.4K	Buy	324 +17	+6%	+$2.75K	0.02%	165
2024 Q4	$47.5K	Buy	307 +138	+82%	+$21.4K	0.02%	176
2024 Q3	$25K	Buy	+169	New	+$23.2K	0.01%	293

Other funds holding THG

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

True Wealth Design's THG Position: Q3 2026 in Review

True Wealth Design increased its Hanover Insurance (THG) stake by 5.7% in Q3 2026, buying an estimated $6.9K and bringing the position to 579 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #216.

True Wealth Design first reported a position in THG in Q3 2024 and has held it in 9 quarters since. 35 funds tracked by Wall St. Rank hold THG as of Q3 2026.

True Wealth Design held 579 shares of Hanover Insurance worth $124K as of Q3 2026.
True Wealth Design bought 31 Hanover Insurance shares in Q3 2026, an estimated $6.9K.
Hanover Insurance made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #216 holding.
True Wealth Design first reported a position in Hanover Insurance in Q3 2024 and has held it in 9 quarters since.
35 funds tracked by Wall St. Rank held Hanover Insurance as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.