MYIA
EIG icon

Mount Yale Investment Advisors’s Employers Holdings EIG Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-837
Closed -$39.5K – 927
2025
Q2 		$39.5K Buy
+837
New +$40.4K ﹤0.01% 881

Other funds holding EIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mount Yale Investment Advisors's EIG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Employers Holdings (EIG) in Q3 2025, closing a stake of 837 shares — an estimated $39.5K sold.

Mount Yale Investment Advisors first reported a position in EIG in Q2 2025 and held it in 1 quarter. The position peaked at $39.5K in Q2 2025. 197 funds tracked by Wall St. Rank hold EIG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Employers Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 837 Employers Holdings shares in Q3 2025, an estimated $39.5K.
  • Mount Yale Investment Advisors first reported a position in Employers Holdings in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Employers Holdings position peaked at $39.5K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.