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True Wealth Design’s Employers Holdings EIG Stock Holding History

True Wealth Design’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 		– Sell
-16
Closed -$680 – 2640
2025
Q3 		$680 Buy
16
+11
+220% +$479 ﹤0.01% 1899
2025
Q2 		$236 Hold
5
– – ﹤0.01% 2018
2025
Q1 		$254 Buy
+5
New +$248 ﹤0.01% 1855

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

True Wealth Design's EIG Position: Q4 2025 in Review

True Wealth Design sold out of Employers Holdings (EIG) in Q4 2025, closing a stake of 16 shares — an estimated $680 sold.

True Wealth Design first reported a position in EIG in Q1 2025 and held it in 3 quarters. The position peaked at $680 in Q3 2025. 197 funds tracked by Wall St. Rank hold EIG as of Q4 2025.

  • True Wealth Design reported no remaining Employers Holdings position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 16 Employers Holdings shares in Q4 2025, an estimated $680.
  • True Wealth Design first reported a position in Employers Holdings in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Employers Holdings position peaked at $680 in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Employers Holdings as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.