CG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curat Global's EG Position: Q1 2026 in Review

Curat Global reduced its Everest Group (EG) stake by 31% in Q1 2026, selling an estimated $158K and leaving 1,074 shares worth $351K. The position accounts for 0.35% of the portfolio, ranked #68.

Curat Global first reported a position in EG in Q1 2025 and has held it in 5 quarters since. The position peaked at $549K in Q1 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Curat Global held 1,074 shares of Everest Group worth $351K as of Q1 2026.
  • Curat Global sold 480 Everest Group shares in Q1 2026, an estimated $158K.
  • Everest Group made up 0.35% of Curat Global's portfolio in Q1 2026, its #68 holding.
  • Curat Global first reported a position in Everest Group in Q1 2025 and has held it in 5 quarters since.
  • Curat Global's Everest Group position peaked at $549K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.