Crewe Advisors’s Employers Holdings EIG Stock Holding History

Crewe 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
2025 Q3	–	Sell	-7	Closed	-$331	–	987
2025 Q2	$331	Hold	7	–	–	﹤0.01%	689
2025 Q1	$355	Hold	7	–	–	﹤0.01%	656
2024 Q4	$359	Buy	+7	New	+$355	﹤0.01%	593

Other funds holding EIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Crewe Advisors's EIG Position: Q3 2025 in Review

Crewe Advisors sold out of Employers Holdings (EIG) in Q3 2025, closing a stake of 7 shares — an estimated $331 sold.

Crewe Advisors first reported a position in EIG in Q4 2024 and held it in 3 quarters. The position peaked at $359 in Q4 2024. 197 funds tracked by Wall St. Rank hold EIG as of Q3 2025.

Crewe Advisors reported no remaining Employers Holdings position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 7 Employers Holdings shares in Q3 2025, an estimated $331.
Crewe Advisors first reported a position in Employers Holdings in Q4 2024 and held it in 3 quarters.
Crewe Advisors's Employers Holdings position peaked at $359 in Q4 2024.
197 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.