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Choreo LLC’s Everest Group EG Stock Holding History

Choreo LLC’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 		$422K Buy
1,180
+156
+15% +$53.4K ﹤0.01% 1098
2026
Q1 		$335K Buy
1,024
+94
+10% +$30.9K ﹤0.01% 1179
2025
Q4 		$317K Buy
+930
New +$307K ﹤0.01% 1187
2025
Q1 		– Sell
-862
Closed -$310K – 1506
2024
Q4 		$310K Buy
862
+239
+38% +$89.5K ﹤0.01% 1167
2024
Q3 		$247K Buy
+623
New +$237K ﹤0.01% 1328

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

Choreo LLC's EG Position: Q2 2026 in Review

Choreo LLC increased its Everest Group (EG) stake by 15% in Q2 2026, buying an estimated $53.4K and bringing the position to 1,180 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Choreo LLC first reported a position in EG in Q3 2024 and has held it in 5 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Choreo LLC held 1,180 shares of Everest Group worth $422K as of Q2 2026.
  • Choreo LLC bought 156 Everest Group shares in Q2 2026, an estimated $53.4K.
  • Everest Group made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1098 holding.
  • Choreo LLC first reported a position in Everest Group in Q3 2024 and has held it in 5 quarters since.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.