BGAI
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Bruce G. Allen Investments’s Everest Group EG Stock Holding History

Bruce G. Allen 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
Q2 		$55K Buy
154
+10
+7% +$3.42K 0.04% 249
2026
Q1 		$47.1K Hold
144
– – 0.03% 266
2025
Q4 		$48.9K Sell
144
-9
-6% -$2.97K 0.03% 259
2025
Q3 		$53.6K Buy
153
+2
+1% +$675 0.04% 251
2025
Q2 		$51.3K Sell
151
-3
-2% -$1.03K 0.04% 252
2025
Q1 		$56K Buy
154
+68
+79% +$24K 0.04% 231
2024
Q4 		$31.2K Buy
86
+8
+10% +$3K 0.03% 326
2024
Q3 		$30.6K Buy
78
+52
+200% +$19.8K 0.02% 334
2024
Q2 		$9.91K Buy
26
+12
+86% +$4.54K 0.01% 467
2024
Q1 		$5.57K Hold
14
– – ﹤0.01% 573
2023
Q4 		$4.95K Buy
+14
New +$5.42K ﹤0.01% 590

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Bruce G. Allen Investments's EG Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Everest Group (EG) stake by 6.9% in Q2 2026, buying an estimated $3.42K and bringing the position to 154 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #249.

Bruce G. Allen Investments first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $56K in Q1 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Bruce G. Allen Investments held 154 shares of Everest Group worth $55K as of Q2 2026.
  • Bruce G. Allen Investments bought 10 Everest Group shares in Q2 2026, an estimated $3.42K.
  • Everest Group made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #249 holding.
  • Bruce G. Allen Investments first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Everest Group position peaked at $56K in Q1 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.