EDRH
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Edmond de Rothschild Holding’s Everest Group EG Stock Holding History

Edmond de Rothschild Holding’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 		$737K Buy
+2,062
New +$706K 0.01% 336
2024
Q3 		– Sell
-345
Closed -$131K – 641
2024
Q2 		$131K Buy
+345
New +$130K ﹤0.01% 466
2023
Q1 		– Sell
-684
Closed -$227K – 755
2022
Q4 		$227K Hold
684
– – 0.01% 450
2022
Q3 		$180K Hold
684
– – ﹤0.01% 479
2022
Q2 		$192K Buy
+684
New +$193K ﹤0.01% 487
2020
Q2 		– Sell
-79
Closed -$15K – 617
2020
Q1 		$15K Buy
+79
New +$20.2K ﹤0.01% 524

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 $3.38T AUM 44.17% 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

Edmond de Rothschild Holding's EG Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Everest Group (EG) in Q2 2026: 2,062 shares worth $737K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in EG as recently as Q2 2024.

Edmond de Rothschild Holding first reported a position in EG in Q1 2020 and has held it in 6 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Edmond de Rothschild Holding held 2,062 shares of Everest Group worth $737K as of Q2 2026.
  • Everest Group was a new Edmond de Rothschild Holding position in Q2 2026.
  • Everest Group made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #336 holding.
  • Edmond de Rothschild Holding first reported a position in Everest Group in Q1 2020 and has held it in 6 quarters since.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.