David Shaw’s Everest Group EG Stock Holding History

David Shaw’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
2024 Q2	–	Sell	-1,500	Closed	-$596K	–	4557
2024 Q1	$596K	Hold	1,500	–	–	﹤0.01%	3396
2023 Q4	$530K	Hold	1,500	–	–	﹤0.01%	3486
2023 Q3	$558K	Buy	+1,500	New	+$544K	﹤0.01%	3381
2021 Q1	–	Sell	-30,700	Closed	-$7.19M	–	4152
2020 Q4	$7.19M	Hold	30,700	–	–	0.01%	1590
2020 Q3	$6.06M	Hold	30,700	–	–	0.01%	1560
2020 Q2	$6.33M	Buy	30,700 +13,700	+81%	+$2.67M	0.01%	1484
2020 Q1	$3.27M	Buy	17,000 +12,700	+295%	+$3.24M	0.01%	1785
2019 Q4	$1.19M	Buy	4,300 +3,200	+291%	+$844K	﹤0.01%	2860
2019 Q3	$293K	Sell	1,100 -4,000	-78%	-$1.01M	﹤0.01%	3475
2019 Q2	$1.26M	Buy	5,100 +1,100	+28%	+$264K	﹤0.01%	2537
2019 Q1	$864K	Sell	4,000 -11,900	-75%	-$2.59M	﹤0.01%	2690
2018 Q4	$3.46M	Buy	15,900 +2,700	+20%	+$588K	﹤0.01%	1750
2018 Q3	$3.02M	Hold	13,200	–	–	﹤0.01%	1920
2018 Q2	$3.04M	Buy	+13,200	New	+$3.1M	﹤0.01%	1912
2016 Q1	–	Sell	-12,600	Closed	-$2.31M	–	3504
2015 Q4	$2.31M	Hold	12,600	–	–	﹤0.01%	2025
2015 Q3	$2.18M	Buy	+12,600	New	+$2.28M	﹤0.01%	2033
2014 Q2	–	Sell	-38,000	Closed	-$5.82M	–	4270
2014 Q1	$5.82M	Sell	38,000 -20,000	-34%	-$2.95M	0.01%	1469
2013 Q4	$9.04M	Buy	58,000 +4,600	+9%	+$702K	0.01%	1218
2013 Q3	$7.76M	Sell	53,400 -23,600	-31%	-$3.2M	0.01%	1222
2013 Q2	$9.88M	Buy	+77,000	New	+$9.96M	0.02%	872

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

David Shaw's EG Position: Q2 2026 in Review

David Shaw reduced its Everest Group (EG) stake by 92% in Q2 2026, selling an estimated $5.92M and leaving 1,525 shares worth $545K. The position accounts for ﹤0.01% of the portfolio, ranked #4148.

David Shaw first reported a position in EG in Q2 2013 and has held it in 28 quarters since. The position peaked at $21.9M in Q2 2025. 684 funds tracked by Wall St. Rank hold EG as of Q2 2026.

David Shaw held 1,525 shares of Everest Group worth $545K as of Q2 2026.
David Shaw sold 17,285 Everest Group shares in Q2 2026, an estimated $5.92M.
Everest Group made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4148 holding.
David Shaw first reported a position in Everest Group in Q2 2013 and has held it in 28 quarters since.
David Shaw's Everest Group position peaked at $21.9M in Q2 2025.
684 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.