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Valley Wealth Managers’s Hanover Insurance THG Stock Holding History

Valley Wealth Managers’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
2019
Q1 		– Sell
-147,133
Closed -$17.2M – 210
2018
Q4 		$17.2M Sell
147,133
-3,280
-2% -$368K 2.25% 11
2018
Q3 		$18.6M Sell
150,413
-5,909
-4% -$730K 2.19% 17
2018
Q2 		$18.7M Sell
156,322
-12,739
-8% -$1.52M 2.28% 12
2018
Q1 		$19.9M Sell
169,061
-1,124
-0.7% -$126K 2.42% 4
2017
Q4 		$18.4M Sell
170,185
-6,515
-4% -$672K 2.21% 16
2017
Q3 		$17.1M Sell
176,700
-215
-0.1% -$20.5K 2.15% 17
2017
Q2 		$15.7M Buy
176,915
+4,700
+3% +$404K 2.1% 21
2017
Q1 		$15.5M Buy
172,215
+5,655
+3% +$501K 2.06% 15
2016
Q4 		$15.2M Sell
166,560
-5,095
-3% -$425K 2.17% 13
2016
Q3 		$12.9M Buy
171,655
+7,650
+5% +$608K 1.9% 30
2016
Q2 		$13.9M Sell
164,005
-510
-0.3% -$43.9K 2.12% 16
2016
Q1 		$14.8M Sell
164,515
-5,990
-4% -$495K 2.51% 4
2015
Q4 		$13.9M Sell
170,505
-5,135
-3% -$425K 2.49% 6
2015
Q3 		$13.6M Buy
175,640
+2,080
+1% +$165K 2.48% 4
2015
Q2 		$12.8M Buy
173,560
+4,035
+2% +$290K 2.23% 18
2015
Q1 		$12.3M Buy
+169,525
New +$12M 2.12% 23

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valley Wealth Managers's THG Position: Q1 2019 in Review

Valley Wealth Managers sold out of Hanover Insurance (THG) in Q1 2019, closing a stake of 147,133 shares — an estimated $17.2M sold.

Valley Wealth Managers first reported a position in THG in Q1 2015 and held it in 16 quarters. The position peaked at $19.9M in Q1 2018. 324 funds tracked by Wall St. Rank hold THG as of Q1 2019.

  • Valley Wealth Managers reported no remaining Hanover Insurance position as of Q1 2019 after selling out during the quarter.
  • Valley Wealth Managers sold 147,133 Hanover Insurance shares in Q1 2019, an estimated $17.2M.
  • Valley Wealth Managers first reported a position in Hanover Insurance in Q1 2015 and held it in 16 quarters.
  • Valley Wealth Managers's Hanover Insurance position peaked at $19.9M in Q1 2018.
  • 324 funds tracked by Wall St. Rank held Hanover Insurance as of Q1 2019.

Based on Valley Wealth Managers's 13F filing for Q1 2019, filed 9 May 2019.