Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Everest Group EG Stock Holding History

Cambridge Investment Research Advisors’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 		$491K Buy
1,376
+165
+14% +$56.5K ﹤0.01% 2973
2026
Q1 		$396K Sell
1,211
-112
-8% -$36.9K ﹤0.01% 3018
2025
Q4 		$449K Sell
1,323
-287
-18% -$94.8K ﹤0.01% 2826
2025
Q3 		$564K Sell
1,610
-334
-17% -$113K ﹤0.01% 2555
2025
Q2 		$661K Sell
1,944
-673
-26% -$232K ﹤0.01% 2283
2025
Q1 		$951K Sell
2,617
-340
-11% -$120K ﹤0.01% 1909
2024
Q4 		$1.07M Buy
2,957
+46
+2% +$17.2K ﹤0.01% 1818
2024
Q3 		$1.14M Buy
2,911
+673
+30% +$256K ﹤0.01% 1770
2024
Q2 		$853K Sell
2,238
-552
-20% -$209K ﹤0.01% 1885
2024
Q1 		$1.11M Sell
2,790
-44
-2% -$16.5K ﹤0.01% 1654
2023
Q4 		$1M Buy
2,834
+673
+31% +$261K ﹤0.01% 1659
2023
Q3 		$803K Buy
2,161
+39
+2% +$14.2K ﹤0.01% 1715
2023
Q2 		$725K Buy
2,122
+47
+2% +$17K ﹤0.01% 1852
2023
Q1 		$743K Sell
2,075
-196
-9% -$70.4K ﹤0.01% 1778
2022
Q4 		$752K Buy
2,271
+66
+3% +$20.6K ﹤0.01% 1711
2022
Q3 		$579K Sell
2,205
-424
-16% -$115K ﹤0.01% 1845
2022
Q2 		$737K Buy
2,629
+649
+33% +$183K ﹤0.01% 1684
2022
Q1 		$597K Sell
1,980
-87
-4% -$25K ﹤0.01% 1957
2021
Q4 		$566K Buy
2,067
+428
+26% +$116K ﹤0.01% 2002
2021
Q3 		$411K Buy
1,639
+132
+9% +$33.9K ﹤0.01% 2200
2021
Q2 		$380K Buy
+1,507
New +$392K ﹤0.01% 2280
2021
Q1 		– Sell
-1,054
Closed -$247K – 2899
2020
Q4 		$247K Sell
1,054
-303
-22% -$66.9K ﹤0.01% 2299
2020
Q3 		$268K Sell
1,357
-81
-6% -$17.3K ﹤0.01% 2023
2020
Q2 		$296K Buy
1,438
+57
+4% +$11.1K ﹤0.01% 1895
2020
Q1 		$266K Sell
1,381
-18,197
-93% -$4.65M ﹤0.01% 1743
2019
Q4 		$5.42M Buy
19,578
+1,379
+8% +$364K 0.04% 431
2019
Q3 		$4.84M Buy
18,199
+857
+5% +$216K 0.04% 419
2019
Q2 		$4.29M Buy
17,342
+1,016
+6% +$244K 0.04% 447
2019
Q1 		$3.53M Buy
+16,326
New +$3.55M 0.03% 495

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

Cambridge Investment Research Advisors's EG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Everest Group (EG) stake by 14% in Q2 2026, buying an estimated $56.5K and bringing the position to 1,376 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2973.

Cambridge Investment Research Advisors first reported a position in EG in Q1 2019 and has held it in 29 quarters since. The position peaked at $5.42M in Q4 2019. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,376 shares of Everest Group worth $491K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 165 Everest Group shares in Q2 2026, an estimated $56.5K.
  • Everest Group made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2973 holding.
  • Cambridge Investment Research Advisors first reported a position in Everest Group in Q1 2019 and has held it in 29 quarters since.
  • Cambridge Investment Research Advisors's Everest Group position peaked at $5.42M in Q4 2019.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.