Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Employers Holdings EIG Stock Holding History

Carson Wealth (CWM LLC)’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 		$568K Sell
13,812
-1,047
-7% -$44.3K ﹤0.01% 1921
2025
Q4 		$641K Sell
14,859
-3,620
-20% -$148K ﹤0.01% 1770
2025
Q3 		$785K Sell
18,479
-951
-5% -$41.4K ﹤0.01% 1537
2025
Q2 		$917K Sell
19,430
-834
-4% -$40.2K ﹤0.01% 1283
2025
Q1 		$1.03M Sell
20,264
-1,989
-9% -$98.7K ﹤0.01% 1112
2024
Q4 		$1.14M Sell
22,253
-744
-3% -$37.8K ﹤0.01% 1012
2024
Q3 		$1.1M Buy
22,997
+2
+0% +$93 ﹤0.01% 970
2024
Q2 		$980K Sell
22,995
-588
-2% -$25.1K ﹤0.01% 901
2024
Q1 		$1.07M Sell
23,583
-1,368
-5% -$58.5K 0.01% 822
2023
Q4 		$983K Sell
24,951
-1,631
-6% -$63.4K 0.01% 817
2023
Q3 		$1.06M Sell
26,582
-799
-3% -$30.9K 0.01% 727
2023
Q2 		$1.02M Buy
27,381
+27,341
+68,353% +$1.07M 0.01% 707
2023
Q1 		$2K Buy
40
+5
+14% +$214 ﹤0.01% 3638
2022
Q4 		$2K Buy
35
+16
+84% +$659 ﹤0.01% 3531
2022
Q3 		$1K Sell
19
-50
-72% -$1.96K ﹤0.01% 3639
2022
Q2 		$3K Buy
69
+48
+229% +$1.96K ﹤0.01% 3184
2022
Q1 		$1K Buy
+21
New +$840 ﹤0.01% 3332

Other funds holding EIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EIG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Employers Holdings (EIG) stake by 7% in Q1 2026, selling an estimated $44.3K and leaving 13,812 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Carson Wealth (CWM LLC) first reported a position in EIG in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2024. 188 funds tracked by Wall St. Rank hold EIG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,812 shares of Employers Holdings worth $568K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,047 Employers Holdings shares in Q1 2026, an estimated $44.3K.
  • Employers Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1921 holding.
  • Carson Wealth (CWM LLC) first reported a position in Employers Holdings in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Employers Holdings position peaked at $1.14M in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.