Boston Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $166M | Sell |
508,572
-232,952
| -31% | -$76.7M | 0.17% | 175 |
|
|
2025
Q4 | $252M | Buy |
741,524
+12,505
| +2% | +$4.13M | 0.26% | 134 |
|
|
2025
Q3 | $255M | Buy |
729,019
+163,316
| +29% | +$55.1M | 0.26% | 133 |
|
|
2025
Q2 | $192M | Sell |
565,703
-131,062
| -19% | -$45.2M | 0.21% | 159 |
|
|
2025
Q1 | $253M | Buy |
696,765
+22,432
| +3% | +$7.93M | 0.31% | 114 |
|
|
2024
Q4 | $244M | Sell |
674,333
-698,318
| -51% | -$262M | 0.3% | 128 |
|
|
2024
Q3 | $538M | Buy |
1,372,651
+143,973
| +12% | +$54.8M | 0.63% | 47 |
|
|
2024
Q2 | $468M | Buy |
1,228,678
+31,221
| +3% | +$11.8M | 0.58% | 54 |
|
|
2024
Q1 | $476M | Buy |
1,197,457
+269,665
| +29% | +$101M | 0.57% | 58 |
|
|
2023
Q4 | $328M | Sell |
927,792
-305,552
| -25% | -$118M | 0.43% | 79 |
|
|
2023
Q3 | $458M | Sell |
1,233,344
-31,343
| -2% | -$11.4M | 0.63% | 46 |
|
|
2023
Q2 | $432M | Sell |
1,264,687
-359,075
| -22% | -$130M | 0.58% | 58 |
|
|
2023
Q1 | $582M | Sell |
1,623,762
-472,328
| -23% | -$170M | 0.8% | 28 |
|
|
2022
Q4 | $695M | Sell |
2,096,090
-491,433
| -19% | -$153M | 0.94% | 23 |
|
|
2022
Q3 | $682M | Buy |
2,587,523
+181,309
| +8% | +$49.1M | 1% | 20 |
|
|
2022
Q2 | $673M | Buy |
2,406,214
+64,465
| +3% | +$18.2M | 0.94% | 18 |
|
|
2022
Q1 | $706M | Buy |
2,341,749
+91,251
| +4% | +$26.2M | 0.85% | 26 |
|
|
2021
Q4 | $616M | Sell |
2,250,498
-51,864
| -2% | -$14M | 0.74% | 40 |
|
|
2021
Q3 | $578M | Sell |
2,302,362
-78,314
| -3% | -$20.1M | 0.73% | 37 |
|
|
2021
Q2 | $600M | Sell |
2,380,676
-82,003
| -3% | -$21.3M | 0.77% | 33 |
|
|
2021
Q1 | $611M | Buy |
2,462,679
+105,975
| +4% | +$25.2M | 0.82% | 27 |
|
|
2020
Q4 | $552M | Buy |
2,356,704
+128,957
| +6% | +$28.5M | 0.86% | 25 |
|
|
2020
Q3 | $440M | Buy |
2,227,747
+68,858
| +3% | +$14.7M | 0.8% | 31 |
|
|
2020
Q2 | $445M | Sell |
2,158,889
-18,199
| -0.8% | -$3.54M | 0.82% | 32 |
|
|
2020
Q1 | $419M | Buy |
2,177,088
+331,042
| +18% | +$84.5M | 0.83% | 29 |
|
|
2019
Q4 | $511M | Sell |
1,846,046
-232,780
| -11% | -$61.4M | 0.68% | 45 |
|
|
2019
Q3 | $553M | Sell |
2,078,826
-447,790
| -18% | -$113M | 0.75% | 34 |
|
|
2019
Q2 | $625M | Sell |
2,526,616
-50,872
| -2% | -$12.2M | 0.82% | 27 |
|
|
2019
Q1 | $557M | Buy |
2,577,488
+120,615
| +5% | +$26.3M | 0.74% | 34 |
|
|
2018
Q4 | $535M | Buy |
2,456,873
+79,444
| +3% | +$17.3M | 0.77% | 34 |
|
|
2018
Q3 | $543M | Sell |
2,377,429
-187,423
| -7% | -$41.9M | 0.63% | 44 |
|
|
2018
Q2 | $591M | Sell |
2,564,852
-107,832
| -4% | -$25.3M | 0.71% | 37 |
|
|
2018
Q1 | $686M | Buy |
2,672,684
+932,031
| +54% | +$224M | 0.83% | 27 |
|
|
2017
Q4 | $385M | Buy |
+1,740,653
| New | +$392M | 0.45% | 73 |
|
|
2013
Q4 | – | Sell |
-67,686
| Closed | -$9.84M | – | 714 |
|
|
2013
Q3 | $9.84M | Buy |
67,686
+13,786
| +26% | +$1.87M | 0.02% | 373 |
|
|
2013
Q2 | $6.91M | Buy |
+53,900
| New | +$6.97M | 0.02% | 396 |
|
Other funds holding EG
VCM
VPM
VVP
Boston Partners's EG Position: Q1 2026 in Review
Boston Partners reduced its Everest Group (EG) stake by 31% in Q1 2026, selling an estimated $76.7M and leaving 508,572 shares worth $166M. The position accounts for 0.17% of the portfolio, ranked #175.
Boston Partners first reported a position in EG in Q2 2013 and has held it in 36 quarters since. The position peaked at $706M in Q1 2022. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Boston Partners held 508,572 shares of Everest Group worth $166M as of Q1 2026.
- Boston Partners sold 232,952 Everest Group shares in Q1 2026, an estimated $76.7M.
- Everest Group made up 0.17% of Boston Partners's portfolio in Q1 2026, its #175 holding.
- Boston Partners first reported a position in Everest Group in Q2 2013 and has held it in 36 quarters since.
- Boston Partners's Everest Group position peaked at $706M in Q1 2022.
- 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.