EFS
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Essex Financial Services’s Everest Group EG Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-595
Closed -$202K – 805
2025
Q4 		$202K Sell
595
-259
-30% -$85.5K 0.01% 757
2025
Q3 		$299K Buy
+854
New +$288K 0.02% 578

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Financial Services's EG Position: Q1 2026 in Review

Essex Financial Services sold out of Everest Group (EG) in Q1 2026, closing a stake of 595 shares — an estimated $202K sold.

Essex Financial Services first reported a position in EG in Q3 2025 and held it in 2 quarters. The position peaked at $299K in Q3 2025. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Essex Financial Services reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 595 Everest Group shares in Q1 2026, an estimated $202K.
  • Essex Financial Services first reported a position in Everest Group in Q3 2025 and held it in 2 quarters.
  • Essex Financial Services's Everest Group position peaked at $299K in Q3 2025.
  • 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.