Curi RMB Capital’s Everest Group EG Stock Holding History

Curi RMB Capital’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	$545K	Sell	1,666 -145	-8%	-$47.7K	0.01%	579
2025 Q4	$615K	Buy	+1,811	New	+$598K	0.01%	557
2019 Q2	–	Sell	-9,500	Closed	-$2.05M	–	770
2019 Q1	$2.05M	Sell	9,500 -1,900	-17%	-$414K	0.05%	337
2018 Q4	$2.48M	Hold	11,400	–	–	0.06%	298
2018 Q3	$2.6M	Buy	11,400 +3,500	+44%	+$783K	0.06%	323
2018 Q2	$1.82M	Hold	7,900	–	–	0.04%	398
2018 Q1	$2.03M	Sell	7,900 -125	-2%	-$30K	0.05%	384
2017 Q4	$1.78M	Hold	8,025	–	–	0.05%	400
2017 Q3	$1.83M	Hold	8,025	–	–	0.05%	371
2017 Q2	$2.04M	Hold	8,025	–	–	0.06%	364
2017 Q1	$1.88M	Buy	8,025 +1,400	+21%	+$320K	0.08%	230
2016 Q4	$1.43M	Buy	+6,625	New	+$1.37M	0.08%	208

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curi RMB Capital's EG Position: Q1 2026 in Review

Curi RMB Capital reduced its Everest Group (EG) stake by 8% in Q1 2026, selling an estimated $47.7K and leaving 1,666 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #579.

Curi RMB Capital first reported a position in EG in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.6M in Q3 2018. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Curi RMB Capital held 1,666 shares of Everest Group worth $545K as of Q1 2026.
Curi RMB Capital sold 145 Everest Group shares in Q1 2026, an estimated $47.7K.
Everest Group made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #579 holding.
Curi RMB Capital first reported a position in Everest Group in Q4 2016 and has held it in 12 quarters since.
Curi RMB Capital's Everest Group position peaked at $2.6M in Q3 2018.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.