Algert Global’s Everest Group EG Stock Holding History

Algert Global’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	$340K	Buy	1,040 +130	+14%	+$42.8K	0.01%	1012
2025 Q4	$309K	Buy	+910	New	+$301K	﹤0.01%	1001
2022 Q4	–	Sell	-1,290	Closed	-$339K	–	1167
2022 Q3	$339K	Buy	+1,290	New	+$349K	0.02%	921
2015 Q2	–	Sell	-2,770	Closed	-$482K	–	327
2015 Q1	$482K	Buy	+2,770	New	+$487K	0.27%	153
2014 Q1	–	Sell	-5,033	Closed	-$784K	–	328
2013 Q4	$784K	Sell	5,033 -210	-4%	-$32.1K	0.21%	163
2013 Q3	$762K	Buy	+5,243	New	+$711K	0.22%	154

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Algert Global's EG Position: Q1 2026 in Review

Algert Global increased its Everest Group (EG) stake by 14% in Q1 2026, buying an estimated $42.8K and bringing the position to 1,040 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1012.

Algert Global first reported a position in EG in Q3 2013 and has held it in 6 quarters since. The position peaked at $784K in Q4 2013. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Algert Global held 1,040 shares of Everest Group worth $340K as of Q1 2026.
Algert Global bought 130 Everest Group shares in Q1 2026, an estimated $42.8K.
Everest Group made up 0.01% of Algert Global's portfolio in Q1 2026, its #1012 holding.
Algert Global first reported a position in Everest Group in Q3 2013 and has held it in 6 quarters since.
Algert Global's Everest Group position peaked at $784K in Q4 2013.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.