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Crewe Advisors’s Everest Group EG Stock Holding History

Crewe 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
Q2 		$1.07K Hold
3
– – ﹤0.01% 1045
2026
Q1 		$981 Hold
3
– – ﹤0.01% 960
2025
Q4 		$1.02K Hold
3
– – ﹤0.01% 984
2025
Q3 		$1.05K Sell
3
-25
-89% -$8.44K ﹤0.01% 908
2025
Q2 		$9.52K Buy
+28
New +$9.66K ﹤0.01% 468
2024
Q4 		– Sell
-14
Closed -$5.49K – 695
2024
Q3 		$5.49K Hold
14
– – ﹤0.01% 569
2024
Q2 		$5.33K Hold
14
– – ﹤0.01% 786
2024
Q1 		$5.57K Buy
+14
New +$5.25K ﹤0.01% 710
2020
Q4 		– Sell
-7
Closed -$1K – 515
2020
Q3 		$1K Buy
+7
New +$1.5K ﹤0.01% 577
2020
Q1 		– Sell
-13
Closed -$4K – 198
2019
Q4 		$4K Buy
+13
New +$3.43K ﹤0.01% 196

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

Crewe Advisors's EG Position: Q2 2026 in Review

Crewe Advisors held its Everest Group (EG) position steady in Q2 2026 at 3 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Crewe Advisors first reported a position in EG in Q4 2019 and has held it in 10 quarters since. The position peaked at $9.52K in Q2 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Crewe Advisors held 3 shares of Everest Group worth $1.07K as of Q2 2026.
  • Crewe Advisors left its Everest Group share count unchanged in Q2 2026.
  • Everest Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1045 holding.
  • Crewe Advisors first reported a position in Everest Group in Q4 2019 and has held it in 10 quarters since.
  • Crewe Advisors's Everest Group position peaked at $9.52K in Q2 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.