Darwin Wealth Management’s Everest Group EG Stock Holding History

Darwin Wealth Management’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	$4.07K	Sell	11 -2	-15%	-$685	﹤0.01%	456
2026 Q1	$4.28K	Sell	13 -612	-98%	-$201K	﹤0.01%	427
2025 Q4	$212K	Buy	625 +57	+10%	+$18.8K	0.07%	131
2025 Q3	$199K	Buy	568 +33	+6%	+$11.1K	0.06%	134
2025 Q2	$182K	Sell	535 -18	-3%	-$6.21K	0.06%	131
2025 Q1	$201K	Hold	553	–	–	0.07%	131
2024 Q4	$201K	Buy	553 +4	+0.7%	+$1.5K	0.07%	131
2024 Q3	$215K	Sell	549 -24	-4%	-$9.14K	0.06%	136
2024 Q2	$218K	Buy	573 +66	+13%	+$24.9K	0.11%	74
2024 Q1	$201K	Sell	507 -139	-22%	-$52.1K	0.06%	137
2023 Q4	$228K	Sell	646 -58	-8%	-$22.5K	0.06%	136
2023 Q3	$262K	Buy	704 +27	+4%	+$9.8K	0.07%	124
2023 Q2	$238K	Buy	+677	New	+$244K	0.06%	131

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 $3.37T AUM 44.26% 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

Darwin Wealth Management's EG Position: Q2 2026 in Review

Darwin Wealth Management reduced its Everest Group (EG) stake by 15% in Q2 2026, selling an estimated $685 and leaving 11 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Darwin Wealth Management first reported a position in EG in Q2 2023 and has held it in 13 quarters since. The position peaked at $262K in Q3 2023. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Darwin Wealth Management held 11 shares of Everest Group worth $4.07K as of Q2 2026.
Darwin Wealth Management sold 2 Everest Group shares in Q2 2026, an estimated $685.
Everest Group made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #456 holding.
Darwin Wealth Management first reported a position in Everest Group in Q2 2023 and has held it in 13 quarters since.
Darwin Wealth Management's Everest Group position peaked at $262K in Q3 2023.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.