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Dunhill Financial’s Everest Group EG Stock Holding History

Dunhill Financial’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 		$712 Sell
1
-1
-50% -$342 ﹤0.01% 1070
2026
Q1 		$717 Hold
2
– – ﹤0.01% 1039
2025
Q4 		$748 Buy
2
+1
+100% +$330 ﹤0.01% 876
2025
Q3 		$254 Hold
1
– – ﹤0.01% 911
2025
Q2 		$409 Sell
1
-2
-67% -$690 ﹤0.01% 882
2025
Q1 		$1.04K Buy
+3
New +$1.06K ﹤0.01% 798
2024
Q3 		– Sell
-5
Closed -$1.83K – 949
2024
Q2 		$1.83K Hold
5
– – ﹤0.01% 579
2024
Q1 		$1.88K Buy
5
+1
+25% +$375 ﹤0.01% 510
2023
Q4 		$1.54K Buy
+4
New +$1.55K ﹤0.01% 503

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

Dunhill Financial's EG Position: Q2 2026 in Review

Dunhill Financial reduced its Everest Group (EG) stake by 50% in Q2 2026, selling an estimated $342 and leaving 1 share worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Dunhill Financial first reported a position in EG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.88K in Q1 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Dunhill Financial held 1 share of Everest Group worth $712 as of Q2 2026.
  • Dunhill Financial sold 1 Everest Group share in Q2 2026, an estimated $342.
  • Everest Group made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1070 holding.
  • Dunhill Financial first reported a position in Everest Group in Q4 2023 and has held it in 9 quarters since.
  • Dunhill Financial's Everest Group position peaked at $1.88K in Q1 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.