Burk Holdings’s Everest Group EG Stock Holding History

Burk Holdings’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	$714	Hold	2	–	–	﹤0.01%	610
2026 Q1	$654	Buy	+2	New	+$658	﹤0.01%	638

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

Burk Holdings's EG Position: Q2 2026 in Review

Burk Holdings held its Everest Group (EG) position steady in Q2 2026 at 2 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Burk Holdings first reported a position in EG in Q1 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Burk Holdings held 2 shares of Everest Group worth $714 as of Q2 2026.
Burk Holdings left its Everest Group share count unchanged in Q2 2026.
Everest Group made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #610 holding.
Burk Holdings first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.