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 Q2	$587K	Sell	1,644 -22	-1%	-$7.53K	0.01%	566
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Curi RMB Capital's EG Position: Q2 2026 in Review

Curi RMB Capital reduced its Everest Group (EG) stake by 1.3% in Q2 2026, selling an estimated $7.53K and leaving 1,644 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #566.

Curi RMB Capital first reported a position in EG in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.6M in Q3 2018. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Curi RMB Capital held 1,644 shares of Everest Group worth $587K as of Q2 2026.
Curi RMB Capital sold 22 Everest Group shares in Q2 2026, an estimated $7.53K.
Everest Group made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #566 holding.
Curi RMB Capital first reported a position in Everest Group in Q4 2016 and has held it in 13 quarters since.
Curi RMB Capital's Everest Group position peaked at $2.6M in Q3 2018.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.