CFO
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CVA Family Office’s Everest Group EG Stock Holding History

CVA Family Office’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 		$28.9K Buy
81
+5
+7% +$1.71K ﹤0.01% 721
2026
Q1 		$24.8K Buy
76
+51
+204% +$16.8K ﹤0.01% 748
2025
Q4 		$8.48K Sell
25
-6
-19% -$1.98K ﹤0.01% 825
2025
Q3 		$10.9K Sell
31
-16
-34% -$5.4K ﹤0.01% 792
2025
Q2 		$16K Buy
47
+6
+15% +$2.07K ﹤0.01% 735
2025
Q1 		$14.9K Sell
41
-4
-9% -$1.41K ﹤0.01% 733
2024
Q4 		$16.3K Buy
45
+14
+45% +$5.24K ﹤0.01% 713
2024
Q3 		$12.1K Hold
31
– – ﹤0.01% 728
2024
Q2 		$11.8K Buy
31
+1
+3% +$378 ﹤0.01% 715
2024
Q1 		$11.9K Hold
30
– – ﹤0.01% 723
2023
Q4 		$10.6K Buy
+30
New +$11.6K ﹤0.01% 716
2023
Q3 		– Sell
-30
Closed -$10.3K – 443
2023
Q2 		$10.3K Hold
30
– – ﹤0.01% 718
2023
Q1 		$10.7K Hold
30
– – ﹤0.01% 682
2022
Q4 		$9.94K Buy
30
+5
+20% +$1.56K ﹤0.01% 661
2022
Q3 		$7K Sell
25
-5
-17% -$1.35K ﹤0.01% 673
2022
Q2 		$8K Hold
30
– – ﹤0.01% 672
2022
Q1 		$9K Buy
30
+5
+20% +$1.44K ﹤0.01% 694
2021
Q4 		$7K Buy
+25
New +$6.76K ﹤0.01% 702
2021
Q3 		– Sell
-70
Closed -$18K – 511
2021
Q2 		$18K Buy
70
+35
+100% +$9.11K 0.01% 546
2021
Q1 		$9K Buy
+35
New +$8.33K ﹤0.01% 537

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

CVA Family Office's EG Position: Q2 2026 in Review

CVA Family Office increased its Everest Group (EG) stake by 6.6% in Q2 2026, buying an estimated $1.71K and bringing the position to 81 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

CVA Family Office first reported a position in EG in Q1 2021 and has held it in 20 quarters since. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • CVA Family Office held 81 shares of Everest Group worth $28.9K as of Q2 2026.
  • CVA Family Office bought 5 Everest Group shares in Q2 2026, an estimated $1.71K.
  • Everest Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #721 holding.
  • CVA Family Office first reported a position in Everest Group in Q1 2021 and has held it in 20 quarters since.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.