Fortitude Family Office’s Employers Holdings EIG Stock Holding History

Fortitude Family Office’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 Q4	–	Sell	-8	Closed	-$340	–	1984
2025 Q3	$340	Sell	8 -16	-67%	-$696	﹤0.01%	1883
2025 Q2	$1.13K	Buy	24 +6	+33%	+$289	﹤0.01%	1451
2025 Q1	$912	Hold	18	–	–	﹤0.01%	1029
2024 Q4	$922	Hold	18	–	–	﹤0.01%	1147
2024 Q3	$863	Hold	18	–	–	﹤0.01%	1117
2024 Q2	$767	Sell	18 -44	-71%	-$1.88K	﹤0.01%	900
2024 Q1	$2.81K	Buy	62 +44	+244%	+$1.88K	﹤0.01%	761
2023 Q4	$709	Buy	+18	New	+$700	﹤0.01%	962

Other funds holding EIG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Jacobs Levy Equity Management

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return