Jones Financial Companies
EIG icon

Jones Financial Companies’s Employers Holdings EIG Stock Holding History

Jones Financial Companies’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 		$15.9K Buy
394
+140
+55% +$5.92K ﹤0.01% 3388
2025
Q4 		$11K Sell
254
-35
-12% -$1.43K ﹤0.01% 3177
2025
Q3 		$12.2K Hold
289
– – ﹤0.01% 3008
2025
Q2 		$13.6K Buy
289
+4
+1% +$193 ﹤0.01% 2754
2025
Q1 		$14.4K Buy
285
+200
+235% +$9.92K ﹤0.01% 2553
2024
Q4 		$4.36K Sell
85
-15
-15% -$762 ﹤0.01% 2795
2024
Q3 		$4.76K Buy
+100
New +$4.63K ﹤0.01% 2462

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies's EIG Position: Q1 2026 in Review

Jones Financial Companies increased its Employers Holdings (EIG) stake by 55% in Q1 2026, buying an estimated $5.92K and bringing the position to 394 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Jones Financial Companies first reported a position in EIG in Q3 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold EIG as of Q1 2026.

  • Jones Financial Companies held 394 shares of Employers Holdings worth $15.9K as of Q1 2026.
  • Jones Financial Companies bought 140 Employers Holdings shares in Q1 2026, an estimated $5.92K.
  • Employers Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3388 holding.
  • Jones Financial Companies first reported a position in Employers Holdings in Q3 2024 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.