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Meritage Portfolio Management’s Employers Holdings EIG Stock Holding History

Meritage Portfolio 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
Q4 		$209K Sell
4,834
-1,242
-20% -$50.6K 0.01% 305
2025
Q3 		$258K Sell
6,076
-3,258
-35% -$142K 0.02% 295
2025
Q2 		$440K Buy
9,334
+379
+4% +$18.3K 0.03% 259
2025
Q1 		$453K Sell
8,955
-374
-4% -$18.6K 0.03% 253
2024
Q4 		$478K Buy
9,329
+1,032
+12% +$52.4K 0.03% 253
2024
Q3 		$398K Buy
8,297
+704
+9% +$32.6K 0.02% 276
2024
Q2 		$324K Sell
7,593
-3
-0% -$128 0.02% 283
2024
Q1 		$345K Sell
7,596
-447
-6% -$19.1K 0.02% 281
2023
Q4 		$317K Buy
8,043
+175
+2% +$6.81K 0.02% 290
2023
Q3 		$314K Buy
+7,868
New +$304K 0.02% 279

Other funds holding EIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Meritage Portfolio Management's EIG Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Employers Holdings (EIG) stake by 20% in Q4 2025, selling an estimated $50.6K and leaving 4,834 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #305.

Meritage Portfolio Management first reported a position in EIG in Q3 2023 and has held it in 10 quarters since. The position peaked at $478K in Q4 2024. 197 funds tracked by Wall St. Rank hold EIG as of Q4 2025.

  • Meritage Portfolio Management held 4,834 shares of Employers Holdings worth $209K as of Q4 2025.
  • Meritage Portfolio Management sold 1,242 Employers Holdings shares in Q4 2025, an estimated $50.6K.
  • Employers Holdings made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #305 holding.
  • Meritage Portfolio Management first reported a position in Employers Holdings in Q3 2023 and has held it in 10 quarters since.
  • Meritage Portfolio Management's Employers Holdings position peaked at $478K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Employers Holdings as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.