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Carolina Wealth Advisors’s Employers Holdings EIG Stock Holding History

Carolina Wealth 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
Q2 		$313K Buy
6,205
+120
+2% +$5.26K 0.12% 77
2026
Q1 		$250K Sell
6,085
-123,615
-95% -$5.23M 0.1% 84
2025
Q4 		$5.6M Sell
129,700
-2,589
-2% -$106K 2.5% 17
2025
Q3 		$5.62M Buy
132,289
+58,980
+80% +$2.57M 2.43% 17
2025
Q2 		$3.46M Buy
73,309
+889
+1% +$42.9K 1.71% 21
2025
Q1 		$3.67M Sell
72,420
-880
-1% -$43.7K 1.98% 19
2024
Q4 		$3.76M Sell
73,300
-1,224
-2% -$62.1K 2.02% 20
2024
Q3 		$3.57M Sell
74,524
-3,486
-4% -$161K 1.82% 21
2024
Q2 		$3.33M Sell
78,010
-874
-1% -$37.2K 1.63% 23
2024
Q1 		$3.58M Sell
78,884
-4,155
-5% -$178K 1.94% 20
2023
Q4 		$3.27M Sell
83,039
-109
-0.1% -$4.24K 1.7% 23
2023
Q3 		$3.32M Buy
83,148
+3,018
+4% +$117K 1.88% 22
2023
Q2 		$3M Buy
80,130
+383
+0.5% +$15K 1.8% 22
2023
Q1 		$3.32M Buy
79,747
+511
+0.6% +$21.9K 1.95% 22
2022
Q4 		$3.42M Sell
79,236
-813
-1% -$33.5K 2.15% 21
2022
Q3 		$2.76M Buy
80,049
+891
+1% +$35K 2.17% 20
2022
Q2 		$3.32M Buy
79,158
+1,801
+2% +$73.6K 2.19% 23
2022
Q1 		$3.17M Buy
77,357
+3,374
+5% +$135K 2% 20
2021
Q4 		$3.06M Buy
73,983
+9,070
+14% +$364K 1.73% 23
2021
Q3 		$2.56M Buy
64,913
+1,678
+3% +$68.5K 1.7% 27
2021
Q2 		$2.71M Buy
63,235
+2,488
+4% +$103K 1.82% 27
2021
Q1 		$2.62M Buy
60,747
+2,646
+5% +$92.2K 1.91% 27
2020
Q4 		$1.87M Sell
58,101
-5,557
-9% -$179K 1.5% 27
2020
Q3 		$1.93M Sell
63,658
-323
-0.5% -$10.2K 1.69% 26
2020
Q2 		$1.93M Buy
63,981
+458
+0.7% +$14.1K 1.87% 25
2020
Q1 		$2.57M Buy
63,523
+6,394
+11% +$262K 2.97% 15
2019
Q4 		$2.38M Buy
+57,129
New +$2.43M 2.26% 21

Other funds holding EIG

ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Carolina Wealth Advisors's EIG Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Employers Holdings (EIG) stake by 2% in Q2 2026, buying an estimated $5.26K and bringing the position to 6,205 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #77.

Carolina Wealth Advisors first reported a position in EIG in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.62M in Q3 2025. 15 funds tracked by Wall St. Rank hold EIG as of Q2 2026.

  • Carolina Wealth Advisors held 6,205 shares of Employers Holdings worth $313K as of Q2 2026.
  • Carolina Wealth Advisors bought 120 Employers Holdings shares in Q2 2026, an estimated $5.26K.
  • Employers Holdings made up 0.12% of Carolina Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Carolina Wealth Advisors first reported a position in Employers Holdings in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Employers Holdings position peaked at $5.62M in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Employers Holdings as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.