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Altrinsic Global Advisors’s Everest Group EG Stock Holding History

Altrinsic Global Advisors’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 		$272M Sell
760,522
-17,349
-2% -$5.94M 9.98% 2
2026
Q1 		$254M Sell
777,871
-87,372
-10% -$28.8M 9.1% 3
2025
Q4 		$294M Sell
865,243
-40,815
-5% -$13.5M 10.53% 2
2025
Q3 		$317M Sell
906,058
-31,238
-3% -$10.5M 11.74% 2
2025
Q2 		$319M Buy
937,296
+254,317
+37% +$87.7M 11.53% 2
2025
Q1 		$248M Buy
682,979
+66,041
+11% +$23.3M 12.25% 2
2024
Q4 		$224M Sell
616,938
-7,704
-1% -$2.89M 10.82% 2
2024
Q3 		$245M Sell
624,642
-18,931
-3% -$7.21M 10.41% 2
2024
Q2 		$245M Sell
643,573
-977
-0.2% -$369K 10.94% 2
2024
Q1 		$256M Sell
644,550
-7,243
-1% -$2.72M 11.56% 2
2023
Q4 		$230M Sell
651,793
-96,995
-13% -$37.6M 9.78% 2
2023
Q3 		$278M Sell
748,788
-26,768
-3% -$9.72M 10.74% 2
2023
Q2 		$265M Buy
775,556
+60,679
+8% +$21.9M 10.15% 3
2023
Q1 		$256M Sell
714,877
-13,783
-2% -$4.95M 9.92% 3
2022
Q4 		$241M Sell
728,660
-117,856
-14% -$36.7M 10.31% 3
2022
Q3 		$222M Buy
846,516
+53,195
+7% +$14.4M 10.23% 3
2022
Q2 		$222M Sell
793,321
-12,787
-2% -$3.61M 9.03% 3
2022
Q1 		$243M Sell
806,108
-21,166
-3% -$6.08M 8.49% 3
2021
Q4 		$227M Buy
827,274
+156,844
+23% +$42.4M 7.23% 3
2021
Q3 		$168M Buy
670,430
+10,615
+2% +$2.72M 5.04% 7
2021
Q2 		$166M Buy
+659,815
New +$172M 5.06% 5

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

Altrinsic Global Advisors's EG Position: Q2 2026 in Review

Altrinsic Global Advisors reduced its Everest Group (EG) stake by 2.2% in Q2 2026, selling an estimated $5.94M and leaving 760,522 shares worth $272M. The position accounts for 9.98% of the portfolio, ranked #2.

Altrinsic Global Advisors first reported a position in EG in Q2 2021 and has held it in 21 quarters since. The position peaked at $319M in Q2 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Altrinsic Global Advisors held 760,522 shares of Everest Group worth $272M as of Q2 2026.
  • Altrinsic Global Advisors sold 17,349 Everest Group shares in Q2 2026, an estimated $5.94M.
  • Everest Group made up 9.98% of Altrinsic Global Advisors's portfolio in Q2 2026, its #2 holding.
  • Altrinsic Global Advisors first reported a position in Everest Group in Q2 2021 and has held it in 21 quarters since.
  • Altrinsic Global Advisors's Everest Group position peaked at $319M in Q2 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Altrinsic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.