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American Trust’s Everest Group EG Stock Holding History

American Trust’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 		$218K Buy
+611
New +$209K 0.02% 303
2024
Q3 		– Sell
-720
Closed -$274K – 270
2024
Q2 		$274K Sell
720
-575
-44% -$217K 0.02% 183
2024
Q1 		$515K Sell
1,295
-243
-16% -$91.1K 0.04% 139
2023
Q4 		$544K Buy
1,538
+3
+0.2% +$1.16K 0.04% 135
2023
Q3 		$571K Sell
1,535
-863
-36% -$313K 0.04% 137
2023
Q2 		$820K Sell
2,398
-288
-11% -$104K 0.06% 158
2023
Q1 		$962K Buy
2,686
+220
+9% +$79.1K 0.07% 133
2022
Q4 		$817K Buy
2,466
+1,105
+81% +$344K 0.08% 147
2022
Q3 		$357K Sell
1,361
-45
-3% -$12.2K 0.03% 266
2022
Q2 		$394K Buy
1,406
+583
+71% +$165K 0.03% 259
2022
Q1 		$248K Sell
823
-568
-41% -$163K 0.02% 400
2021
Q4 		$381K Buy
+1,391
New +$376K 0.03% 201

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

American Trust's EG Position: Q2 2026 in Review

American Trust opened a new position in Everest Group (EG) in Q2 2026: 611 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #303 among its holdings. This is a return to the name: American Trust previously reported a position in EG as recently as Q2 2024.

American Trust first reported a position in EG in Q4 2021 and has held it in 12 quarters since. The position peaked at $962K in Q1 2023. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • American Trust held 611 shares of Everest Group worth $218K as of Q2 2026.
  • Everest Group was a new American Trust position in Q2 2026.
  • Everest Group made up 0.02% of American Trust's portfolio in Q2 2026, its #303 holding.
  • American Trust first reported a position in Everest Group in Q4 2021 and has held it in 12 quarters since.
  • American Trust's Everest Group position peaked at $962K in Q1 2023.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.