EF
EG icon

Empowered Funds’s Everest Group EG Stock Holding History

Empowered Funds’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 		$12.4M Buy
34,640
+2,795
+9% +$957K 0.07% 336
2026
Q1 		$10.4M Sell
31,845
-6,795
-18% -$2.24M 0.07% 377
2025
Q4 		$13.1M Buy
38,640
+6,754
+21% +$2.23M 0.22% 90
2025
Q3 		$11.2M Buy
31,886
+5,623
+21% +$1.9M 0.11% 191
2025
Q2 		$8.93M Buy
26,263
+2,234
+9% +$771K 0.1% 236
2025
Q1 		$8.73M Sell
24,029
-5,604
-19% -$1.98M 0.12% 197
2024
Q4 		$10.7M Buy
29,633
+20,011
+208% +$7.49M 0.16% 127
2024
Q3 		$3.77M Buy
9,622
+7,158
+291% +$2.73M 0.06% 447
2024
Q2 		$939K Buy
2,464
+266
+12% +$101K 0.02% 880
2024
Q1 		$874K Sell
2,198
-90
-4% -$33.7K 0.02% 934
2023
Q4 		$809K Buy
+2,288
New +$886K 0.02% 851

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

Empowered Funds's EG Position: Q2 2026 in Review

Empowered Funds increased its Everest Group (EG) stake by 8.8% in Q2 2026, buying an estimated $957K and bringing the position to 34,640 shares worth $12.4M. The position accounts for 0.07% of the portfolio, ranked #336.

Empowered Funds first reported a position in EG in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.1M in Q4 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Empowered Funds held 34,640 shares of Everest Group worth $12.4M as of Q2 2026.
  • Empowered Funds bought 2,795 Everest Group shares in Q2 2026, an estimated $957K.
  • Everest Group made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #336 holding.
  • Empowered Funds first reported a position in Everest Group in Q4 2023 and has held it in 11 quarters since.
  • Empowered Funds's Everest Group position peaked at $13.1M in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.