Axa
EG icon

Axa’s Everest Group EG Stock Holding History

Axa’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
2025
Q3 		– Sell
-2,546
Closed -$865K – 381
2025
Q2 		$865K Buy
2,546
+1,321
+108% +$456K ﹤0.01% 917
2025
Q1 		$445K Sell
1,225
-179
-13% -$63.3K ﹤0.01% 945
2024
Q4 		$509K Sell
1,404
-5,567
-80% -$2.08M ﹤0.01% 942
2024
Q3 		$2.73M Sell
6,971
-171
-2% -$65.1K 0.01% 683
2024
Q2 		$2.72M Sell
7,142
-1,876
-21% -$709K 0.01% 685
2024
Q1 		$3.58M Sell
9,018
-35,238
-80% -$13.2M 0.01% 639
2023
Q4 		$15.6M Buy
44,256
+42,117
+1,969% +$16.3M 0.05% 313
2023
Q3 		$795K Sell
2,139
-20,457
-91% -$7.42M ﹤0.01% 869
2023
Q2 		$7.72M Buy
22,596
+1,645
+8% +$594K 0.03% 459
2023
Q1 		$7.5M Buy
20,951
+20,168
+2,576% +$7.25M 0.03% 470
2022
Q4 		$259K Sell
783
-33,339
-98% -$10.4M ﹤0.01% 1067
2022
Q3 		$8.95M Sell
34,122
-6,342
-16% -$1.72M 0.04% 456
2022
Q2 		$11.3M Sell
40,464
-2,859
-7% -$808K 0.04% 408
2022
Q1 		$13.1M Buy
+43,323
New +$12.4M 0.04% 428
2021
Q4 		– Sell
-35,264
Closed -$8.84M – 1206
2021
Q3 		$8.84M Buy
+35,264
New +$9.04M 0.02% 533
2020
Q1 		– Sell
-1,357
Closed -$375K – 1190
2019
Q4 		$375K Sell
1,357
-32,858
-96% -$8.67M ﹤0.01% 1040
2019
Q3 		$9.11M Buy
34,215
+33,326
+3,749% +$8.41M 0.04% 502
2019
Q2 		$220K Sell
889
-212
-19% -$50.9K ﹤0.01% 1217
2019
Q1 		$238K Sell
1,101
-38,269
-97% -$8.33M ﹤0.01% 1235
2018
Q4 		$8.57M Buy
39,370
+37,800
+2,408% +$8.23M 0.04% 466
2018
Q3 		$359K Sell
1,570
-2,600
-62% -$582K ﹤0.01% 1201
2018
Q2 		$961K Sell
4,170
-48
-1% -$11.3K ﹤0.01% 1013
2018
Q1 		$1.08M Buy
4,218
+500
+13% +$120K ﹤0.01% 984
2017
Q4 		$823K Sell
3,718
-116,246
-97% -$26.2M ﹤0.01% 1061
2017
Q3 		$27.4M Buy
119,964
+74,700
+165% +$18.8M 0.12% 224
2017
Q2 		$11.5M Sell
45,264
-34,936
-44% -$8.62M 0.05% 387
2017
Q1 		$18.8M Sell
80,200
-59,620
-43% -$13.6M 0.08% 281
2016
Q4 		$30.3M Buy
139,820
+28,940
+26% +$5.96M 0.14% 197
2016
Q3 		$21.1M Sell
110,880
-102,099
-48% -$19.2M 0.09% 254
2016
Q2 		$38.9M Sell
212,979
-37,457
-15% -$6.89M 0.17% 165
2016
Q1 		$49.4M Sell
250,436
-7,879
-3% -$1.46M 0.22% 137
2015
Q4 		$47.3M Sell
258,315
-61,564
-19% -$11.2M 0.21% 145
2015
Q3 		$55.4M Buy
319,879
+18,580
+6% +$3.36M 0.23% 118
2015
Q2 		$54.8M Buy
301,299
+247,050
+455% +$45M 0.22% 132
2015
Q1 		$9.44M Buy
54,249
+41,649
+331% +$7.32M 0.04% 420
2014
Q4 		$2.15M Buy
12,600
+9,100
+260% +$1.54M 0.01% 773
2014
Q3 		$567K Sell
3,500
-49,698
-93% -$8.05M ﹤0.01% 1033
2014
Q2 		$8.54M Buy
53,198
+51,898
+3,992% +$8.21M 0.04% 428
2014
Q1 		$199K Sell
1,300
-322,784
-100% -$47.7M ﹤0.01% 1224
2013
Q4 		$50.5M Sell
324,084
-2,240
-0.7% -$342K 0.23% 131
2013
Q3 		$47.5M Buy
326,324
+40,721
+14% +$5.52M 0.23% 116
2013
Q2 		$36.6M Buy
+285,603
New +$36.9M 0.19% 140

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Axa's EG Position: Q3 2025 in Review

Axa sold out of Everest Group (EG) in Q3 2025, closing a stake of 2,546 shares — an estimated $865K sold.

Axa first reported a position in EG in Q2 2013 and held it in 42 quarters. The position peaked at $55.4M in Q3 2015. 676 funds tracked by Wall St. Rank hold EG as of Q3 2025.

  • Axa reported no remaining Everest Group position as of Q3 2025 after selling out during the quarter.
  • Axa sold 2,546 Everest Group shares in Q3 2025, an estimated $865K.
  • Axa first reported a position in Everest Group in Q2 2013 and held it in 42 quarters.
  • Axa's Everest Group position peaked at $55.4M in Q3 2015.
  • 676 funds tracked by Wall St. Rank held Everest Group as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.