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Brinker Capital Investments’s Everest Group EG Stock Holding History

Brinker Capital Investments’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
Q1 		$1.37M Buy
4,202
+802
+24% +$264K 0.01% 942
2025
Q4 		$1.15M Sell
3,400
-75
-2% -$24.8K 0.01% 1167
2025
Q3 		$1.22M Sell
3,475
-544
-14% -$184K 0.01% 1122
2025
Q2 		$1.37M Buy
4,019
+441
+12% +$152K 0.01% 1008
2025
Q1 		$1.3M Buy
3,578
+598
+20% +$211K 0.01% 935
2024
Q4 		$1.08M Buy
2,980
+851
+40% +$319K 0.01% 1010
2024
Q3 		$834K Sell
2,129
-47
-2% -$17.9K 0.01% 1136
2024
Q2 		$829K Buy
2,176
+61
+3% +$23.1K 0.01% 1063
2024
Q1 		$841K Sell
2,115
-140
-6% -$52.5K 0.01% 1060
2023
Q4 		$840K Sell
2,255
-188
-8% -$72.8K 0.01% 1024
2023
Q3 		$908K Sell
2,443
-106
-4% -$38.5K 0.01% 969
2023
Q2 		$871K Sell
2,549
-246
-9% -$88.8K 0.01% 1005
2023
Q1 		$1M Sell
2,795
-130
-4% -$46.7K 0.01% 871
2022
Q4 		$969K Sell
2,925
-89
-3% -$27.7K 0.02% 744
2022
Q3 		$791K Sell
3,014
-38
-1% -$10.3K 0.02% 788
2022
Q2 		$855K Sell
3,052
-150
-5% -$42.4K 0.02% 803
2022
Q1 		$965K Sell
3,202
-96
-3% -$27.6K 0.01% 806
2021
Q4 		$903K Sell
3,298
-36
-1% -$9.73K 0.01% 855
2021
Q3 		$840K Hold
3,334
– – 0.01% 823
2021
Q2 		$840K Buy
3,334
+1,433
+75% +$373K 0.01% 877
2021
Q1 		$471K Buy
+1,901
New +$453K 0.01% 920

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brinker Capital Investments's EG Position: Q1 2026 in Review

Brinker Capital Investments increased its Everest Group (EG) stake by 24% in Q1 2026, buying an estimated $264K and bringing the position to 4,202 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #942.

Brinker Capital Investments first reported a position in EG in Q1 2021 and has held it in 21 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Brinker Capital Investments held 4,202 shares of Everest Group worth $1.37M as of Q1 2026.
  • Brinker Capital Investments bought 802 Everest Group shares in Q1 2026, an estimated $264K.
  • Everest Group made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #942 holding.
  • Brinker Capital Investments first reported a position in Everest Group in Q1 2021 and has held it in 21 quarters since.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.