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Chicago Partners Investment Group’s Everest Group EG Stock Holding History

Chicago Partners Investment Group’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 		$689K Buy
1,835
+557
+44% +$191K 0.01% 821
2026
Q1 		$441K Buy
1,278
+473
+59% +$156K 0.01% 960
2025
Q4 		$261K Sell
805
-430
-35% -$142K 0.01% 1104
2025
Q3 		$377K Buy
1,235
+526
+74% +$178K 0.01% 842
2025
Q2 		$238K Buy
+709
New +$245K 0.01% 958
2015
Q1 		– Sell
-22
Closed -$4K – 497
2014
Q4 		$4K Buy
+22
New +$3.71K ﹤0.01% 470

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

Chicago Partners Investment Group's EG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Everest Group (EG) stake by 44% in Q2 2026, buying an estimated $191K and bringing the position to 1,835 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #821.

Chicago Partners Investment Group first reported a position in EG in Q4 2014 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Chicago Partners Investment Group held 1,835 shares of Everest Group worth $689K as of Q2 2026.
  • Chicago Partners Investment Group bought 557 Everest Group shares in Q2 2026, an estimated $191K.
  • Everest Group made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #821 holding.
  • Chicago Partners Investment Group first reported a position in Everest Group in Q4 2014 and has held it in 6 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.