Private Wealth Management Group’s Employers Holdings EIG Stock Holding History

Private Wealth Management Group’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	-55	Closed	-$2.6K	–	1498
2025 Q2	$2.6K	Hold	55	–	–	﹤0.01%	998
2025 Q1	$2.79K	Hold	55	–	–	﹤0.01%	945
2024 Q4	$2.82K	Hold	55	–	–	﹤0.01%	965
2024 Q3	$2.64K	Hold	55	–	–	﹤0.01%	968
2024 Q2	$2.35K	Buy	+55	New	+$2.34K	﹤0.01%	992

Other funds holding EIG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Private Wealth Management Group's EIG Position: Q3 2025 in Review

Private Wealth Management Group sold out of Employers Holdings (EIG) in Q3 2025, closing a stake of 55 shares — an estimated $2.6K sold.

Private Wealth Management Group first reported a position in EIG in Q2 2024 and held it in 5 quarters. The position peaked at $2.82K in Q4 2024. 197 funds tracked by Wall St. Rank hold EIG as of Q3 2025.

Private Wealth Management Group reported no remaining Employers Holdings position as of Q3 2025 after selling out during the quarter.
Private Wealth Management Group sold 55 Employers Holdings shares in Q3 2025, an estimated $2.6K.
Private Wealth Management Group first reported a position in Employers Holdings in Q2 2024 and held it in 5 quarters.
Private Wealth Management Group's Employers Holdings position peaked at $2.82K in Q4 2024.
197 funds tracked by Wall St. Rank held Employers Holdings as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.