Arnhold LLC’s Everest Group EG Stock Holding History

Arnhold LLC’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	$20.1M	Buy	56,338 +8,633	+18%	+$2.96M	1.41%	23
2026 Q1	$15.6M	Sell	47,705 -8,633	-15%	-$2.84M	1.15%	29
2025 Q4	$19.1M	Hold	56,338	–	–	1.45%	21
2025 Q3	$19.7M	Sell	56,338 -473	-0.8%	-$160K	1.65%	19
2025 Q2	$19.3M	Buy	56,811 +2,714	+5%	+$936K	1.76%	16
2025 Q1	$19.7M	Buy	54,097 +4,700	+10%	+$1.66M	1.99%	16
2024 Q4	$17.9M	Sell	49,397 -4,777	-9%	-$1.79M	1.76%	21
2024 Q3	$21.2M	Buy	54,174 +4,284	+9%	+$1.63M	2.06%	16
2024 Q2	$19M	Sell	49,890 -163	-0.3%	-$61.6K	2.01%	15
2024 Q1	$19.9M	Buy	+50,053	New	+$18.8M	2.11%	15

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Arnhold LLC's EG Position: Q2 2026 in Review

Arnhold LLC increased its Everest Group (EG) stake by 18% in Q2 2026, buying an estimated $2.96M and bringing the position to 56,338 shares worth $20.1M. The position accounts for 1.41% of the portfolio, ranked #23.

Arnhold LLC first reported a position in EG in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.2M in Q3 2024. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Arnhold LLC held 56,338 shares of Everest Group worth $20.1M as of Q2 2026.
Arnhold LLC bought 8,633 Everest Group shares in Q2 2026, an estimated $2.96M.
Everest Group made up 1.41% of Arnhold LLC's portfolio in Q2 2026, its #23 holding.
Arnhold LLC first reported a position in Everest Group in Q1 2024 and has held it in 10 quarters since.
Arnhold LLC's Everest Group position peaked at $21.2M in Q3 2024.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Arnhold LLC's 13F filing for Q2 2026, filed 27 Jul 2026.