CG
EG icon

Curat Global’s Everest Group EG Stock Holding History

Curat Global’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 		$379K Sell
835
-239
-22% -$81.8K 0.31% 65
2026
Q1 		$351K Sell
1,074
-480
-31% -$158K 0.35% 68
2025
Q4 		$527K Hold
1,554
– – 0.59% 43
2025
Q3 		$544K Sell
1,554
-30
-2% -$10.1K 0.51% 48
2025
Q2 		$538K Sell
1,584
-17
-1% -$5.87K 0.51% 50
2025
Q1 		$549K Buy
+1,601
New +$566K 0.67% 43

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

Curat Global's EG Position: Q2 2026 in Review

Curat Global reduced its Everest Group (EG) stake by 22% in Q2 2026, selling an estimated $81.8K and leaving 835 shares worth $379K. The position accounts for 0.31% of the portfolio, ranked #65.

Curat Global first reported a position in EG in Q1 2025 and has held it in 6 quarters since. The position peaked at $549K in Q1 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Curat Global held 835 shares of Everest Group worth $379K as of Q2 2026.
  • Curat Global sold 239 Everest Group shares in Q2 2026, an estimated $81.8K.
  • Everest Group made up 0.31% of Curat Global's portfolio in Q2 2026, its #65 holding.
  • Curat Global first reported a position in Everest Group in Q1 2025 and has held it in 6 quarters since.
  • Curat Global's Everest Group position peaked at $549K in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.