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Citadel Investment Advisory’s Everest Group EG Stock Holding History

Citadel 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 		$700K Hold
1,960
– – 0.32% 47
2026
Q1 		$641K Sell
1,960
-167
-8% -$55K 0.31% 46
2025
Q4 		$722K Hold
2,127
– – 0.31% 46
2025
Q3 		$745K Hold
2,127
– – 0.34% 47
2025
Q2 		$723K Sell
2,127
-100
-4% -$34.5K 0.35% 44
2025
Q1 		$809K Hold
2,227
– – 0.4% 42
2024
Q4 		$807K Hold
2,227
– – 0.42% 43
2024
Q3 		$873K Sell
2,227
-25
-1% -$9.52K 0.46% 40
2024
Q2 		$858K Hold
2,252
– – 0.49% 40
2024
Q1 		$895K Sell
2,252
-98
-4% -$36.7K 0.5% 38
2023
Q4 		$831K Hold
2,350
– – 0.51% 41
2023
Q3 		$873K Hold
2,350
– – 0.57% 36
2023
Q2 		$803K Sell
2,350
-100
-4% -$36.1K 0.52% 40
2023
Q1 		$877K Hold
2,450
– – 0.6% 40
2022
Q4 		$812K Hold
2,450
– – 0.56% 41
2022
Q3 		$643K Buy
2,450
+50
+2% +$13.5K 0.49% 42
2022
Q2 		$673K Sell
2,400
-75
-3% -$21.2K 0.46% 46
2022
Q1 		$746K Sell
2,475
-25
-1% -$7.18K 0.43% 49
2021
Q4 		$685K Hold
2,500
– – 0.4% 51
2021
Q3 		$627K Hold
2,500
– – 0.39% 53
2021
Q2 		$630K Hold
2,500
– – 0.39% 52
2021
Q1 		$620K Hold
2,500
– – 0.41% 51
2020
Q4 		$585K Buy
+2,500
New +$552K 0.42% 51

Other funds holding EG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

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

Citadel Investment Advisory held its Everest Group (EG) position steady in Q2 2026 at 1,960 shares worth $700K. The position accounts for 0.32% of the portfolio, ranked #47.

Citadel Investment Advisory first reported a position in EG in Q4 2020 and has held it in 23 quarters since. The position peaked at $895K in Q1 2024. 233 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Citadel Investment Advisory held 1,960 shares of Everest Group worth $700K as of Q2 2026.
  • Citadel Investment Advisory left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up 0.32% of Citadel Investment Advisory's portfolio in Q2 2026, its #47 holding.
  • Citadel Investment Advisory first reported a position in Everest Group in Q4 2020 and has held it in 23 quarters since.
  • Citadel Investment Advisory's Everest Group position peaked at $895K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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