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CM Management’s Everest Group EG Stock Holding History

CM Management’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 		$4.47M Buy
12,500
+6,500
+108% +$2.23M 2.84% 6
2026
Q1 		$1.96M Buy
+6,000
New +$1.97M 1.64% 17
2025
Q3 		– Sell
-2,000
Closed -$680K – 71
2025
Q2 		$680K Buy
+2,000
New +$690K 0.62% 49

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

CM Management's EG Position: Q2 2026 in Review

CM Management increased its Everest Group (EG) stake by 108% in Q2 2026, buying an estimated $2.23M and bringing the position to 12,500 shares worth $4.47M. The position accounts for 2.84% of the portfolio, ranked #6.

CM Management first reported a position in EG in Q2 2025 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • CM Management held 12,500 shares of Everest Group worth $4.47M as of Q2 2026.
  • CM Management bought 6,500 Everest Group shares in Q2 2026, an estimated $2.23M.
  • Everest Group made up 2.84% of CM Management's portfolio in Q2 2026, its #6 holding.
  • CM Management first reported a position in Everest Group in Q2 2025 and has held it in 3 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on CM Management's 13F filing for Q2 2026, filed 13 Aug 2026.