Capital Investment Advisors’s Employers Holdings EIG Stock Holding History

Capital Investment Advisors’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
2026 Q1	$209K	Sell	5,092 -615	-11%	-$26K	﹤0.01%	706
2025 Q4	$246K	Sell	5,707 -758	-12%	-$30.9K	﹤0.01%	650
2025 Q3	$275K	Sell	6,465 -700	-10%	-$30.5K	﹤0.01%	616
2025 Q2	$338K	Sell	7,165 -792	-10%	-$38.2K	0.01%	535
2025 Q1	$403K	Sell	7,957 -63	-0.8%	-$3.13K	0.01%	473
2024 Q4	$411K	Sell	8,020 -50	-0.6%	-$2.54K	0.01%	451
2024 Q3	$387K	Buy	+8,070	New	+$373K	0.01%	464

Other funds holding EIG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return