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CSM Advisors’s EverQuote EVER Stock Holding History

CSM Advisors’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.32M Buy
307,715
+131,320
+74% +$2.41M 0.16% 156
2026
Q1 		$2.72M Sell
176,395
-695
-0.4% -$13.1K 0.07% 291
2025
Q4 		$4.78M Buy
+177,090
New +$4.29M 0.13% 177

Other funds holding EVER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CSM Advisors's EVER Position: Q2 2026 in Review

CSM Advisors increased its EverQuote (EVER) stake by 74% in Q2 2026, buying an estimated $2.41M and bringing the position to 307,715 shares worth $7.32M. The position accounts for 0.16% of the portfolio, ranked #156.

CSM Advisors first reported a position in EVER in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

  • CSM Advisors held 307,715 shares of EverQuote worth $7.32M as of Q2 2026.
  • CSM Advisors bought 131,320 EverQuote shares in Q2 2026, an estimated $2.41M.
  • EverQuote made up 0.16% of CSM Advisors's portfolio in Q2 2026, its #156 holding.
  • CSM Advisors first reported a position in EverQuote in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.