CFO
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Callan Family Office’s Everest Group EG Stock Holding History

Callan Family Office’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 		$1.18M Sell
3,294
-320
-9% -$110K 0.02% 551
2026
Q1 		$1.18M Buy
3,614
+20
+0.6% +$6.58K 0.03% 516
2025
Q4 		$1.22M Buy
3,594
+2,657
+284% +$877K 0.03% 492
2025
Q3 		$328K Buy
937
+15
+2% +$5.06K 0.01% 675
2025
Q2 		$313K Buy
+922
New +$318K 0.01% 751
2025
Q1 		– Sell
-692
Closed -$251K – 580
2024
Q4 		$251K Buy
+692
New +$259K 0.02% 538

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

Callan Family Office's EG Position: Q2 2026 in Review

Callan Family Office reduced its Everest Group (EG) stake by 8.9% in Q2 2026, selling an estimated $110K and leaving 3,294 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #551.

Callan Family Office first reported a position in EG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Callan Family Office held 3,294 shares of Everest Group worth $1.18M as of Q2 2026.
  • Callan Family Office sold 320 Everest Group shares in Q2 2026, an estimated $110K.
  • Everest Group made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #551 holding.
  • Callan Family Office first reported a position in Everest Group in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Everest Group position peaked at $1.22M in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.