AG
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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
Q2 		$4.86M Buy
13,607
+12,567
+1,208% +$4.3M 0.06% 541
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Algert Global's EG Position: Q2 2026 in Review

Algert Global increased its Everest Group (EG) stake by 1,208% in Q2 2026, buying an estimated $4.3M and bringing the position to 13,607 shares worth $4.86M. The position accounts for 0.06% of the portfolio, ranked #541.

Algert Global first reported a position in EG in Q3 2013 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Algert Global held 13,607 shares of Everest Group worth $4.86M as of Q2 2026.
  • Algert Global bought 12,567 Everest Group shares in Q2 2026, an estimated $4.3M.
  • Everest Group made up 0.06% of Algert Global's portfolio in Q2 2026, its #541 holding.
  • Algert Global first reported a position in Everest Group in Q3 2013 and has held it in 7 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.