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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Employers Holdings EIG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$808 Hold
16
– – ﹤0.01% 2242
2026
Q1 		$658 Buy
16
+13
+433% +$550 ﹤0.01% 2298
2025
Q4 		$130 Hold
3
– – ﹤0.01% 2536
2025
Q3 		$127 Hold
3
– – ﹤0.01% 2388
2025
Q2 		$142 Hold
3
– – ﹤0.01% 2313
2025
Q1 		$152 Buy
+3
New +$149 ﹤0.01% 2217

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American Century Companies
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Geode Capital Management
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Woodline Partners
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s EIG Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its Employers Holdings (EIG) position steady in Q2 2026 at 16 shares worth $808. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in EIG in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold EIG as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 16 shares of Employers Holdings worth $808 as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its Employers Holdings share count unchanged in Q2 2026.
  • Employers Holdings made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #2242 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Employers Holdings in Q1 2025 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Employers Holdings as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.