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Empirical Wealth Management’s Employers Holdings EIG Stock Holding History

Empirical 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
Q3 		– Sell
-13,633
Closed -$643K – 815
2025
Q2 		$643K Buy
13,633
+1,585
+13% +$76.4K 0.01% 382
2025
Q1 		$610K Buy
12,048
+1,791
+17% +$88.9K 0.02% 372
2024
Q4 		$525K Buy
10,257
+1,188
+13% +$60.3K 0.01% 378
2024
Q3 		$435K Buy
+9,069
New +$420K 0.01% 393

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Empirical Wealth Management's EIG Position: Q3 2025 in Review

Empirical Wealth Management sold out of Employers Holdings (EIG) in Q3 2025, closing a stake of 13,633 shares — an estimated $643K sold.

Empirical Wealth Management first reported a position in EIG in Q3 2024 and held it in 4 quarters. The position peaked at $643K in Q2 2025. 197 funds tracked by Wall St. Rank hold EIG as of Q3 2025.

  • Empirical Wealth Management reported no remaining Employers Holdings position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 13,633 Employers Holdings shares in Q3 2025, an estimated $643K.
  • Empirical Wealth Management first reported a position in Employers Holdings in Q3 2024 and held it in 4 quarters.
  • Empirical Wealth Management's Employers Holdings position peaked at $643K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.