EIG β€” EMPLOYERS HOLDINGS INC

Ownership history in PETERSON WEALTH MANAGEMENT  Β·  20 quarters on record

AI Ownership Summary

PETERSON WEALTH MANAGEMENT reported EMPLOYERS HOLDINGS INC (EIG) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows EIG at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PETERSON WEALTH MANAGEMENT's position in EMPLOYERS HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EIG was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PETERSON WEALTH MANAGEMENT held EIG β€” position size vs. price
% of Fund (quarterly)    EIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 10,260 +82 +0.8% 0.33% $443K 2026-02-14 (Est.) $42.17
2025 Q3 ADDED 10,178 +140 +1.4% 0.30% $432K 2025-12-17 $42.45
2025 Q1 ADDED 10,038 +59 +0.6% 0.34% $508K 2025-06-16 $45.76
2024 Q4 UNCHANGED 9,979 β€” 0% 0.30% $511K 2025-02-14 $47.32
2024 Q3 UNCHANGED 9,979 β€” 0% 0.31% $479K 2024-11-14 $51.26
2024 Q2 UNCHANGED 9,979 β€” 0% 0.26% $425K 2024-08-05 $43.74
2024 Q1 UNCHANGED 9,979 β€” 0% 0.33% $453K 2024-05-15 $39.56
2023 Q4 UNCHANGED 9,979 β€” 0% 0.35% $393K 2024-02-22 $43.58
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EIG

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.0%

FAQ About PETERSON WEALTH MANAGEMENT and EIG

These are the practical questions this page is built to answer before you even open the full history table.

How long has PETERSON WEALTH MANAGEMENT reported owning EIG?

PETERSON WEALTH MANAGEMENT reported EIG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EIG position in PETERSON WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for EIG was 0.35% in 2023 Q4.

What is the latest reported EIG position on this page?

The most recent filing on this page is 2025 Q4, when PETERSON WEALTH MANAGEMENT reported 10,260 shares, equal to 0.33% of portfolio, with an estimated market value of $443K.

What does the chart on this EIG ownership page compare?

The chart compares PETERSON WEALTH MANAGEMENT's quarterly EIG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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