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EWA
EverSource Wealth Advisors’s
Employers Holdings
EIG
Stock Holding History
EverSource 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
Q1
$18.8K
Sell
457
-56
-11%
-$2.37K
﹤0.01%
2536
2025
Q4
$22.1K
Sell
513
-2
-0.4%
-$82
﹤0.01%
2325
2025
Q3
$21.9K
Buy
515
+138
+37%
+$6K
﹤0.01%
2302
2025
Q2
$17.8K
Buy
377
+357
+1,785%
+$17.2K
﹤0.01%
2389
2025
Q1
$1.01K
Sell
20
-39
-66%
-$1.94K
﹤0.01%
3225
2024
Q4
$3.02K
Buy
+59
New
+$3K
﹤0.01%
2557
2023
Q1
–
Sell
-39
Closed
-$1.69K
–
2425
2022
Q4
$1.69K
Sell
39
-10
-20%
-$412
﹤0.01%
1963
2022
Q3
$2K
Hold
49
–
–
﹤0.01%
1658
2022
Q2
$2K
Hold
49
–
–
﹤0.01%
1498
2022
Q1
$2K
Sell
49
-134
-73%
-$5.36K
﹤0.01%
1515
2021
Q4
$8K
Buy
+183
New
+$7.35K
﹤0.01%
1046
Other funds holding EIG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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