AGA
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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
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 $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

Altrinsic Global Advisors's EG Position: Q1 2026 in Review

Altrinsic Global Advisors reduced its Everest Group (EG) stake by 10% in Q1 2026, selling an estimated $28.8M and leaving 777,871 shares worth $254M. The position accounts for 9.1% of the portfolio, ranked #3.

Altrinsic Global Advisors first reported a position in EG in Q2 2021 and has held it in 20 quarters since. The position peaked at $319M in Q2 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Altrinsic Global Advisors held 777,871 shares of Everest Group worth $254M as of Q1 2026.
  • Altrinsic Global Advisors sold 87,372 Everest Group shares in Q1 2026, an estimated $28.8M.
  • Everest Group made up 9.1% of Altrinsic Global Advisors's portfolio in Q1 2026, its #3 holding.
  • Altrinsic Global Advisors first reported a position in Everest Group in Q2 2021 and has held it in 20 quarters since.
  • Altrinsic Global Advisors's Everest Group position peaked at $319M in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Altrinsic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.