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Dmitry Balyasny’s Everest Group EG Stock Holding History

Dmitry Balyasny’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
2017
Q4 		– Sell
-200,000
Closed -$45.7M – 2119
2017
Q3 		$45.7M Buy
+200,000
New +$50.4M 0.18% 151

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

Dmitry Balyasny's EG Position: Q2 2026 in Review

Dmitry Balyasny reduced its Everest Group (EG) stake by 44% in Q2 2026, selling an estimated $43.7M and leaving 162,213 shares worth $57.9M. The position accounts for 0.07% of the portfolio, ranked #322.

Dmitry Balyasny first reported a position in EG in Q3 2013 and has held it in 34 quarters since. The position peaked at $169M in Q4 2025. 684 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Dmitry Balyasny held 162,213 shares of Everest Group worth $57.9M as of Q2 2026.
  • Dmitry Balyasny sold 127,699 Everest Group shares in Q2 2026, an estimated $43.7M.
  • Everest Group made up 0.07% of Dmitry Balyasny's portfolio in Q2 2026, its #322 holding.
  • Dmitry Balyasny first reported a position in Everest Group in Q3 2013 and has held it in 34 quarters since.
  • Dmitry Balyasny's Everest Group position peaked at $169M in Q4 2025.
  • 684 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.