Aster Capital Management’s Everest Group EG Stock Holding History

Aster 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	$808K	Buy	+2,262	New	+$775K	0.17%	179
2026 Q1	–	Sell	-23	Closed	-$7.8K	–	983
2025 Q4	$7.8K	Sell	23 -2,711	-99%	-$895K	﹤0.01%	791
2025 Q3	$958K	Buy	+2,734	New	+$923K	0.48%	38
2025 Q2	–	Sell	-6,336	Closed	-$2.24M	–	1188
2025 Q1	$2.24M	Buy	+6,336	New	+$2.24M	0.41%	50
2024 Q4	–	Sell	-142	Closed	-$55.6K	–	1211
2024 Q3	$55.6K	Buy	+142	New	+$54.1K	0.01%	471

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

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

Aster Capital Management opened a new position in Everest Group (EG) in Q2 2026: 2,262 shares worth $808K. The stake represents 0.17% of the portfolio and ranks #179 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in EG as recently as Q4 2025.

Aster Capital Management first reported a position in EG in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.24M in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Aster Capital Management held 2,262 shares of Everest Group worth $808K as of Q2 2026.
Everest Group was a new Aster Capital Management position in Q2 2026.
Everest Group made up 0.17% of Aster Capital Management's portfolio in Q2 2026, its #179 holding.
Aster Capital Management first reported a position in Everest Group in Q3 2024 and has held it in 5 quarters since.
Aster Capital Management's Everest Group position peaked at $2.24M in Q1 2025.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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