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Annis Gardner Whiting Capital Advisors’s Everest Group EG Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-3
Closed -$981 – 594
2026
Q1 		$981 Buy
3
+1
+50% +$329 ﹤0.01% 1151
2025
Q4 		$679 Sell
2
-21
-91% -$6.93K ﹤0.01% 1091
2025
Q3 		$8.06K Hold
23
– – ﹤0.01% 734
2025
Q2 		$7.82K Hold
23
– – ﹤0.01% 778
2025
Q1 		$8.36K Hold
23
– – ﹤0.01% 567
2024
Q4 		$8.34K Sell
23
-14
-38% -$5.24K ﹤0.01% 556
2024
Q3 		$14.5K Hold
37
– – ﹤0.01% 506
2024
Q2 		$14.1K Buy
37
+27
+270% +$10.2K ﹤0.01% 636
2024
Q1 		$3.98K Buy
+10
New +$3.75K ﹤0.01% 786

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

Annis Gardner Whiting Capital Advisors's EG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Everest Group (EG) in Q2 2026, closing a stake of 3 shares — an estimated $981 sold.

Annis Gardner Whiting Capital Advisors first reported a position in EG in Q1 2024 and held it in 9 quarters. The position peaked at $14.5K in Q3 2024. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3 Everest Group shares in Q2 2026, an estimated $981.
  • Annis Gardner Whiting Capital Advisors first reported a position in Everest Group in Q1 2024 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's Everest Group position peaked at $14.5K in Q3 2024.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.