CIP
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Capital Insight Partners’s Everest Group EG Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-2,158
Closed -$722K – 29
2025
Q4 		$722K Buy
2,158
+35
+2% +$11.6K 0.15% 91
2025
Q3 		$744K Sell
2,123
-18
-0.8% -$6.08K 0.12% 111
2025
Q2 		$728K Sell
2,141
-40
-2% -$13.8K 0.13% 113
2025
Q1 		$792K Buy
2,181
+118
+6% +$41.7K 0.14% 112
2024
Q4 		$748K Buy
2,063
+135
+7% +$50.6K 0.13% 113
2024
Q3 		$755K Buy
1,928
+72
+4% +$27.4K 0.13% 109
2024
Q2 		$707K Buy
1,856
+45
+2% +$17K 0.13% 107
2024
Q1 		$720K Buy
1,811
+525
+41% +$197K 0.13% 106
2023
Q4 		$455K Buy
1,286
+551
+75% +$213K 0.09% 124
2023
Q3 		$255K Hold
735
– – 0.06% 148
2023
Q2 		$251K Buy
+735
New +$265K 0.06% 150

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Insight Partners's EG Position: Q1 2026 in Review

Capital Insight Partners sold out of Everest Group (EG) in Q1 2026, closing a stake of 2,158 shares — an estimated $722K sold.

Capital Insight Partners first reported a position in EG in Q2 2023 and held it in 11 quarters. The position peaked at $792K in Q1 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Capital Insight Partners reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 2,158 Everest Group shares in Q1 2026, an estimated $722K.
  • Capital Insight Partners first reported a position in Everest Group in Q2 2023 and held it in 11 quarters.
  • Capital Insight Partners's Everest Group position peaked at $792K in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.