Citadel Advisors
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Citadel Advisors’s Everest Group EG Stock Holding History

Citadel 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
Q1 		$3.63M Buy
11,100
+7,800
+236% +$2.57M ﹤0.01% 4894
2025
Q4 		$1.12M Sell
3,300
-10,400
-76% -$3.43M ﹤0.01% 7146
2025
Q3 		$4.8M Sell
13,700
-1,300
-9% -$439K ﹤0.01% 4434
2025
Q2 		$5.1M Sell
15,000
-17,400
-54% -$6M ﹤0.01% 4080
2025
Q1 		$11.8M Buy
32,400
+12,600
+64% +$4.45M ﹤0.01% 2645
2024
Q4 		$7.18M Sell
19,800
-5,600
-22% -$2.1M ﹤0.01% 3405
2024
Q3 		$9.95M Sell
25,400
-2,800
-10% -$1.07M ﹤0.01% 2900
2024
Q2 		$10.7M Sell
28,200
-23,100
-45% -$8.73M ﹤0.01% 2682
2024
Q1 		$20.4M Buy
51,300
+30,700
+149% +$11.5M ﹤0.01% 2040
2023
Q4 		$7.28M Sell
20,600
-8,700
-30% -$3.37M ﹤0.01% 3265
2023
Q3 		$10.9M Sell
29,300
-58,900
-67% -$21.4M ﹤0.01% 2589
2023
Q2 		$30.2M Buy
88,200
+74,300
+535% +$26.8M 0.01% 1468
2023
Q1 		$4.98M Sell
13,900
-3,300
-19% -$1.19M ﹤0.01% 3825
2022
Q4 		$5.7M Buy
17,200
+400
+2% +$125K ﹤0.01% 3637
2022
Q3 		$4.41M Buy
16,800
+13,400
+394% +$3.63M ﹤0.01% 4084
2022
Q2 		$953K Sell
3,400
-3,000
-47% -$848K ﹤0.01% 7130
2022
Q1 		$1.93M Buy
6,400
+2,200
+52% +$632K ﹤0.01% 6158
2021
Q4 		$1.15M Sell
4,200
-5,000
-54% -$1.35M ﹤0.01% 7603
2021
Q3 		$2.31M Sell
9,200
-2,500
-21% -$641K ﹤0.01% 5989
2021
Q2 		$2.95M Buy
11,700
+5,000
+75% +$1.3M ﹤0.01% 5644
2021
Q1 		$1.66M Sell
6,700
-100
-1% -$23.8K ﹤0.01% 6852
2020
Q4 		$1.59M Sell
6,800
-2,600
-28% -$574K ﹤0.01% 5850
2020
Q3 		$1.86M Sell
9,400
-5,500
-37% -$1.18M ﹤0.01% 4847
2020
Q2 		$3.07M Buy
14,900
+3,800
+34% +$740K ﹤0.01% 3824
2020
Q1 		$2.14M Buy
11,100
+1,000
+10% +$255K ﹤0.01% 4035
2019
Q4 		$2.8M Buy
10,100
+1,000
+11% +$264K ﹤0.01% 3886
2019
Q3 		$2.42M Buy
9,100
+300
+3% +$75.7K ﹤0.01% 4174
2019
Q2 		$2.17M Buy
8,800
+1,600
+22% +$384K ﹤0.01% 4377
2019
Q1 		$1.55M Buy
7,200
+600
+9% +$131K ﹤0.01% 4870
2018
Q4 		$1.44M Buy
6,600
+800
+14% +$174K ﹤0.01% 4701
2018
Q3 		$1.32M Sell
5,800
-700
-11% -$157K ﹤0.01% 5071
2018
Q2 		$1.5M Buy
6,500
+1,500
+30% +$352K ﹤0.01% 4541
2018
Q1 		$1.28M Sell
5,000
-2,700
-35% -$648K ﹤0.01% 4428
2017
Q4 		$1.7M Sell
7,700
-1,900
-20% -$428K ﹤0.01% 3856
2017
Q3 		$2.19M Buy
9,600
+2,600
+37% +$655K ﹤0.01% 3303
2017
Q2 		$1.78M Sell
7,000
-1,900
-21% -$469K ﹤0.01% 3323
2017
Q1 		$2.08M Buy
8,900
+1,200
+16% +$274K ﹤0.01% 3023
2016
Q4 		$1.67M Buy
7,700
+1,700
+28% +$350K ﹤0.01% 3173
2016
Q3 		$1.14M Sell
6,000
-1,900
-24% -$357K ﹤0.01% 3666
2016
Q2 		$1.44M Buy
7,900
+2,500
+46% +$460K ﹤0.01% 3112
2016
Q1 		$1.07M Sell
5,400
-5,400
-50% -$998K ﹤0.01% 3394
2015
Q4 		$1.98M Sell
10,800
-1,300
-11% -$236K ﹤0.01% 2756
2015
Q3 		$2.1M Buy
12,100
+4,900
+68% +$887K ﹤0.01% 2881
2015
Q2 		$1.31M Sell
7,200
-2,800
-28% -$509K ﹤0.01% 3615
2015
Q1 		$1.74M Buy
10,000
+5,500
+122% +$966K ﹤0.01% 3241
2014
Q4 		$766K Buy
4,500
+1,400
+45% +$236K ﹤0.01% 4116
2014
Q3 		$502K Sell
3,100
-4,900
-61% -$793K ﹤0.01% 4618
2014
Q2 		$1.28M Sell
8,000
-5,400
-40% -$855K ﹤0.01% 3189
2014
Q1 		$2.05M Sell
13,400
-3,200
-19% -$473K ﹤0.01% 2631
2013
Q4 		$2.59M Sell
16,600
-1,000
-6% -$153K ﹤0.01% 2297
2013
Q3 		$2.56M Sell
17,600
-2,100
-11% -$285K ﹤0.01% 2174
2013
Q2 		$2.53M Buy
+19,700
New +$2.55M ﹤0.01% 2261

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

Citadel Advisors's EG Position: Q1 2026 in Review

Citadel Advisors increased its Everest Group (EG) stake by 80% in Q1 2026, buying an estimated $39.8M and bringing the position to 271,073 shares worth $88.6M. The position accounts for 0.01% of the portfolio, ranked #904.

Citadel Advisors first reported a position in EG in Q2 2013 and has held it in 49 quarters since. The position peaked at $157M in Q4 2017. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Citadel Advisors held 271,073 shares of Everest Group worth $88.6M as of Q1 2026.
  • Citadel Advisors bought 120,826 Everest Group shares in Q1 2026, an estimated $39.8M.
  • Everest Group made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #904 holding.
  • Citadel Advisors first reported a position in Everest Group in Q2 2013 and has held it in 49 quarters since.
  • Citadel Advisors's Everest Group position peaked at $157M in Q4 2017.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.