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Wealthspire Advisors (New York)’s Employers Holdings EIG Stock Holding History

Wealthspire Advisors (New York)’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 		$461K Sell
11,217
-101
-0.9% -$4.27K ﹤0.01% 596
2025
Q4 		$489K Buy
11,318
+49
+0.4% +$2K ﹤0.01% 615
2025
Q3 		$479K Buy
11,269
+38
+0.3% +$1.65K ﹤0.01% 546
2025
Q2 		$530K Sell
11,231
-11
-0.1% -$530 ﹤0.01% 527
2025
Q1 		$569K Buy
11,242
+11
+0.1% +$546 ﹤0.01% 489
2024
Q4 		$575K Buy
11,231
+93
+0.8% +$4.72K 0.01% 480
2024
Q3 		$534K Sell
11,138
-14
-0.1% -$648 0.01% 485
2024
Q2 		$475K Buy
11,152
+53
+0.5% +$2.26K 0.01% 445
2024
Q1 		$504K Hold
11,099
– – 0.01% 425
2023
Q4 		$437K Buy
+11,099
New +$432K 0.01% 436

Other funds holding EIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $871B 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

Wealthspire Advisors (New York)'s EIG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Employers Holdings (EIG) stake by 0.89% in Q1 2026, selling an estimated $4.27K and leaving 11,217 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Wealthspire Advisors (New York) first reported a position in EIG in Q4 2023 and has held it in 10 quarters since. The position peaked at $575K in Q4 2024. 188 funds tracked by Wall St. Rank hold EIG as of Q1 2026.

  • Wealthspire Advisors (New York) held 11,217 shares of Employers Holdings worth $461K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 101 Employers Holdings shares in Q1 2026, an estimated $4.27K.
  • Employers Holdings made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #596 holding.
  • Wealthspire Advisors (New York) first reported a position in Employers Holdings in Q4 2023 and has held it in 10 quarters since.
  • Wealthspire Advisors (New York)'s Employers Holdings position peaked at $575K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.