Peterson Wealth Management’s Employers Holdings EIG Stock Holding History

Peterson Wealth 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
2026 Q1	$426K	Buy	10,343 +83	+0.8%	+$3.51K	0.25%	32
2025 Q4	$443K	Buy	10,260 +82	+0.8%	+$3.34K	0.33%	29
2025 Q3	$432K	Buy	10,178 +74	+0.7%	+$3.22K	0.3%	32
2025 Q2	$477K	Buy	10,104 +66	+0.7%	+$3.18K	0.28%	31
2025 Q1	$508K	Buy	10,038 +59	+0.6%	+$2.93K	0.34%	42
2024 Q4	$511K	Hold	9,979	–	–	0.3%	41
2024 Q3	$479K	Hold	9,979	–	–	0.31%	41
2024 Q2	$425K	Hold	9,979	–	–	0.26%	45
2024 Q1	$453K	Hold	9,979	–	–	0.33%	46
2023 Q4	$393K	Hold	9,979	–	–	0.35%	46
2023 Q3	$399K	Hold	9,979	–	–	0.33%	47
2023 Q2	$373K	Hold	9,979	–	–	0.3%	56
2023 Q1	$416K	Hold	9,979	–	–	0.4%	45
2022 Q4	$430K	Hold	9,979	–	–	0.44%	43
2022 Q3	$344K	Hold	9,979	–	–	0.32%	48
2022 Q2	$418K	Hold	9,979	–	–	0.54%	38
2022 Q1	$409K	Hold	9,979	–	–	0.27%	55
2021 Q4	$413K	Hold	9,979	–	–	0.28%	53
2021 Q3	$394K	Hold	9,979	–	–	0.31%	52
2021 Q2	$427K	Sell	9,979 -9,948	-50%	-$414K	0.33%	52
2021 Q1	$858K	Sell	19,927 -199	-1%	-$6.93K	0.73%	32
2020 Q4	$648K	Sell	20,126 -75	-0.4%	-$2.42K	0.53%	34
2020 Q3	$611K	Buy	+20,201	New	+$640K	0.54%	33

Other funds holding EIG

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

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 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Peterson Wealth Management's EIG Position: Q1 2026 in Review

Peterson Wealth Management increased its Employers Holdings (EIG) stake by 0.81% in Q1 2026, buying an estimated $3.51K and bringing the position to 10,343 shares worth $426K. The position accounts for 0.25% of the portfolio, ranked #32.

Peterson Wealth Management first reported a position in EIG in Q3 2020 and has held it in 23 quarters since. The position peaked at $858K in Q1 2021. 188 funds tracked by Wall St. Rank hold EIG as of Q1 2026.

Peterson Wealth Management held 10,343 shares of Employers Holdings worth $426K as of Q1 2026.
Peterson Wealth Management bought 83 Employers Holdings shares in Q1 2026, an estimated $3.51K.
Employers Holdings made up 0.25% of Peterson Wealth Management's portfolio in Q1 2026, its #32 holding.
Peterson Wealth Management first reported a position in Employers Holdings in Q3 2020 and has held it in 23 quarters since.
Peterson Wealth Management's Employers Holdings position peaked at $858K in Q1 2021.
188 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.