Y-Intercept (HK)’s Employers Holdings EIG Stock Holding History

Y-Intercept (HK)’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 Q2	$1.82M	Buy	+35,978	New	+$1.58M	0.04%	755
2025 Q4	–	Sell	-27,945	Closed	-$1.19M	–	1664
2025 Q3	$1.19M	Buy	+27,945	New	+$1.22M	0.03%	894
2025 Q2	–	Sell	-16,995	Closed	-$861K	–	1719
2025 Q1	$861K	Buy	+16,995	New	+$843K	0.06%	467
2023 Q3	–	Sell	-5,954	Closed	-$223K	–	1178
2023 Q2	$223K	Buy	+5,954	New	+$233K	0.02%	893
2022 Q4	–	Sell	-8,453	Closed	-$292K	–	1084
2022 Q3	$292K	Buy	+8,453	New	+$332K	0.03%	711

Other funds holding EIG

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return