Rothwell Investment Advisors, LLC’s Everest Group EG Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$65.7K	Buy	+180	New	+$67.3K	0.04%	364

Other funds holding EG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Everest Group (EG) in Q3 2026: 180 shares worth $65.7K. The stake represents 0.04% of the portfolio and ranks #364 among its holdings.

319 funds tracked by Wall St. Rank hold EG as of Q3 2026.

Rothwell Investment Advisors, LLC held 180 shares of Everest Group worth $65.7K as of Q3 2026.
Everest Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Everest Group made up 0.04% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #364 holding.
319 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.