IEQ Capital’s Employers Holdings EIG Stock Holding History

IEQ Capital’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 Q2	–	Sell	-4,277	Closed	-$217K	–	1875
2025 Q1	$217K	Sell	4,277 -245	-5%	-$12.2K	﹤0.01%	1338
2024 Q4	$232K	Buy	+4,522	New	+$230K	﹤0.01%	1131

Other funds holding EIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IEQ Capital's EIG Position: Q2 2025 in Review

IEQ Capital sold out of Employers Holdings (EIG) in Q2 2025, closing a stake of 4,277 shares — an estimated $217K sold.

IEQ Capital first reported a position in EIG in Q4 2024 and held it in 2 quarters. The position peaked at $232K in Q4 2024. 215 funds tracked by Wall St. Rank hold EIG as of Q2 2025.

IEQ Capital reported no remaining Employers Holdings position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 4,277 Employers Holdings shares in Q2 2025, an estimated $217K.
IEQ Capital first reported a position in Employers Holdings in Q4 2024 and held it in 2 quarters.
IEQ Capital's Employers Holdings position peaked at $232K in Q4 2024.
215 funds tracked by Wall St. Rank held Employers Holdings as of Q2 2025.

Based on IEQ Capital's 13F filing for Q2 2025, filed 14 Aug 2025.