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Avior Wealth Management’s Employers Holdings EIG Stock Holding History

Avior Wealth Management’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15
Closed -$768 – 1200
2024
Q4 		$768 Hold
15
– – ﹤0.01% 2229
2024
Q3 		$719 Hold
15
– – ﹤0.01% 2124
2024
Q2 		$639 Sell
15
-5
-25% -$213 ﹤0.01% 2087
2024
Q1 		$907 Buy
+20
New +$855 ﹤0.01% 2421

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's EIG Position: Q1 2025 in Review

Avior Wealth Management sold out of Employers Holdings (EIG) in Q1 2025, closing a stake of 15 shares — an estimated $768 sold.

Avior Wealth Management first reported a position in EIG in Q1 2024 and held it in 4 quarters. The position peaked at $907 in Q1 2024. 214 funds tracked by Wall St. Rank hold EIG as of Q1 2025.

  • Avior Wealth Management reported no remaining Employers Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 15 Employers Holdings shares in Q1 2025, an estimated $768.
  • Avior Wealth Management first reported a position in Employers Holdings in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Employers Holdings position peaked at $907 in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.