From Yahoo Finance: 2025-05-13 09:19:00

The London Company released its first quarter 2025 investor letter, reporting a 6.9% decline in its Small Cap Strategy fund compared to a 9.5% drop in the Russell 2000 Index. The fund’s relative performance was impacted by stock selection and sector exposure.

Highlighted in the letter was The Hanover Insurance Group, Inc. (NYSE:THG), a US-based insurance company with a one-month return of 4.86% and a 24.02% gain in share value over the last 52 weeks. On May 12, 2025, THG stock closed at $167.57 per share.

The London Company praised THG’s performance in Q1 2025, citing strong earnings and outlook. The company is trending towards high-teens ROE with a focus on underwriting and a competitive niche position. The fund sees promise in THG’s management team and underwriting culture.

The Hanover Insurance Group, Inc. (NYSE:THG) is not among the 30 most popular stocks among hedge funds, with 31 portfolios holding THG at the end of Q4 2024. The fund’s conviction lies in AI stocks for higher returns in a shorter timeframe. Check out the report on the cheapest AI stock for promising investments.

In another article, Heartland Value Plus Fund shared its views on The Hanover Insurance Group, Inc. (NYSE:THG). Explore more hedge fund investor letters from Q1 2025 for insights from leading investors in the market.

Read more: Strong Quarterly Results and Outlook Lifted The Hanover Insurance Group (THG) in Q1