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Mutual Advisors’s Employers Holdings EIG Stock Holding History

Mutual 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
2026
Q1 		$285K Hold
6,936
– – 0.01% 1145
2025
Q4 		$299K Sell
6,936
-15
-0.2% -$611 0.01% 1088
2025
Q3 		$290K Buy
6,951
+15
+0.2% +$653 0.01% 1068
2025
Q2 		$319K Sell
6,936
-27
-0.4% -$1.3K 0.01% 959
2025
Q1 		$338K Buy
6,963
+27
+0.4% +$1.34K 0.01% 866
2024
Q4 		$348K Hold
6,936
– – 0.01% 841
2024
Q3 		$337K Hold
6,936
– – 0.01% 844
2024
Q2 		$325K Hold
6,936
– – 0.01% 853
2024
Q1 		$315K Hold
6,936
– – 0.01% 847
2023
Q4 		$273K Sell
6,936
-4,255
-38% -$166K 0.01% 848
2023
Q3 		$447K Buy
+11,191
New +$433K 0.02% 648

Other funds holding EIG

BlackRock
BlackRock New York $5.7T 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 $761B 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