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Cape Investment Advisory’s Everest Group EG Stock Holding History

Cape Investment Advisory’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 		$6.43K Buy
+18
New +$6.16K ﹤0.01% 965
2026
Q1 		– Sell
-18
Closed -$6.11K – 475
2025
Q4 		$6.11K Buy
+18
New +$5.94K ﹤0.01% 863

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

Cape Investment Advisory's EG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Everest Group (EG) in Q2 2026: 18 shares worth $6.43K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EG as recently as Q4 2025.

Cape Investment Advisory first reported a position in EG in Q4 2025 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cape Investment Advisory held 18 shares of Everest Group worth $6.43K as of Q2 2026.
  • Everest Group was a new Cape Investment Advisory position in Q2 2026.
  • Everest Group made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #965 holding.
  • Cape Investment Advisory first reported a position in Everest Group in Q4 2025 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.