AIM
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Aigen Investment Management’s Everest Group EG Stock Holding History

Aigen Investment Management’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
Q1 		$362K Sell
1,109
-1,044
-48% -$344K 0.09% 286
2025
Q4 		$731K Buy
+2,153
New +$711K 0.17% 179
2025
Q2 		– Sell
-3,566
Closed -$1.3M – 862
2025
Q1 		$1.3M Buy
+3,566
New +$1.26M 0.21% 147
2024
Q3 		– Sell
-608
Closed -$232K – 803
2024
Q2 		$232K Buy
+608
New +$230K 0.05% 584
2022
Q3 		– Sell
-1,916
Closed -$537K – 630
2022
Q2 		$537K Sell
1,916
-484
-20% -$137K 0.09% 291
2022
Q1 		$723K Buy
+2,400
New +$689K 0.12% 219
2021
Q2 		– Sell
-1,400
Closed -$347K – 544
2021
Q1 		$347K Buy
+1,400
New +$333K 0.05% 368
2020
Q2 		– Sell
-6,511
Closed -$1.25M – 946
2020
Q1 		$1.25M Buy
+6,511
New +$1.66M 0.17% 165

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aigen Investment Management's EG Position: Q1 2026 in Review

Aigen Investment Management reduced its Everest Group (EG) stake by 48% in Q1 2026, selling an estimated $344K and leaving 1,109 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #286.

Aigen Investment Management first reported a position in EG in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.3M in Q1 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Aigen Investment Management held 1,109 shares of Everest Group worth $362K as of Q1 2026.
  • Aigen Investment Management sold 1,044 Everest Group shares in Q1 2026, an estimated $344K.
  • Everest Group made up 0.09% of Aigen Investment Management's portfolio in Q1 2026, its #286 holding.
  • Aigen Investment Management first reported a position in Everest Group in Q1 2020 and has held it in 8 quarters since.
  • Aigen Investment Management's Everest Group position peaked at $1.3M in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.