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Cresset Asset Management’s Everest Group EG Stock Holding History

Cresset Asset 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 		$453K Buy
+1,269
New +$435K ﹤0.01% 1212
2024
Q4 		– Sell
-1,588
Closed -$622K – 1890
2024
Q3 		$622K Buy
1,588
+86
+6% +$32.8K ﹤0.01% 1401
2024
Q2 		$572K Buy
1,502
+138
+10% +$52.2K ﹤0.01% 1379
2024
Q1 		$542K Buy
1,364
+219
+19% +$82.1K ﹤0.01% 1305
2023
Q4 		$405K Buy
1,145
+295
+35% +$114K ﹤0.01% 1332
2023
Q3 		$316K Sell
850
-57
-6% -$20.7K ﹤0.01% 1421
2023
Q2 		$310K Buy
+907
New +$328K ﹤0.01% 1507
2019
Q2 		– Sell
-183
Closed -$40K – 814
2019
Q1 		$40K Buy
183
+95
+108% +$20.7K ﹤0.01% 844
2018
Q4 		$19K Buy
+88
New +$19.2K ﹤0.01% 716

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 $3.38T AUM 44.17% 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

Cresset Asset Management's EG Position: Q2 2026 in Review

Cresset Asset Management opened a new position in Everest Group (EG) in Q2 2026: 1,269 shares worth $453K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in EG as recently as Q3 2024.

Cresset Asset Management first reported a position in EG in Q4 2018 and has held it in 9 quarters since. The position peaked at $622K in Q3 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Cresset Asset Management held 1,269 shares of Everest Group worth $453K as of Q2 2026.
  • Everest Group was a new Cresset Asset Management position in Q2 2026.
  • Everest Group made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1212 holding.
  • Cresset Asset Management first reported a position in Everest Group in Q4 2018 and has held it in 9 quarters since.
  • Cresset Asset Management's Everest Group position peaked at $622K in Q3 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.