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Aquatic Capital Management’s Everest Group EG Stock Holding History

Aquatic Capital Management’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
-5,191
Closed -$1.7M – 1382
2026
Q1 		$1.7M Buy
+5,191
New +$1.71M 0.05% 419
2025
Q3 		– Sell
-1,149
Closed -$390K – 1461
2025
Q2 		$390K Sell
1,149
-5,371
-82% -$1.85M 0.01% 882
2025
Q1 		$2.37M Buy
+6,520
New +$2.3M 0.06% 374
2024
Q4 		– Sell
-7,520
Closed -$2.95M – 1405
2024
Q3 		$2.95M Buy
+7,520
New +$2.86M 0.08% 288
2024
Q1 		– Sell
-26,640
Closed -$9.42M – 1319
2023
Q4 		$9.42M Buy
26,640
+24,200
+992% +$9.37M 0.24% 106
2023
Q3 		$907K Sell
2,440
-12,060
-83% -$4.38M 0.04% 358
2023
Q2 		$4.96M Buy
+14,500
New +$5.24M 0.27% 92
2023
Q1 		– Sell
-900
Closed -$298K – 1382
2022
Q4 		$298K Buy
+900
New +$280K 0.02% 652

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

Aquatic Capital Management's EG Position: Q2 2026 in Review

Aquatic Capital Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 5,191 shares — an estimated $1.7M sold.

Aquatic Capital Management first reported a position in EG in Q4 2022 and held it in 8 quarters. The position peaked at $9.42M in Q4 2023. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Aquatic Capital Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 5,191 Everest Group shares in Q2 2026, an estimated $1.7M.
  • Aquatic Capital Management first reported a position in Everest Group in Q4 2022 and held it in 8 quarters.
  • Aquatic Capital Management's Everest Group position peaked at $9.42M in Q4 2023.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.