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Estate Counselors’s Everest Group EG Stock Holding History

Estate Counselors’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 		$1.68M Buy
+5,135
New +$1.69M 0.15% 59

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Estate Counselors's EG Position: Q1 2026 in Review

Estate Counselors opened a new position in Everest Group (EG) in Q1 2026: 5,135 shares worth $1.68M. The stake represents 0.15% of the portfolio and ranks #59 among its holdings.

663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Estate Counselors held 5,135 shares of Everest Group worth $1.68M as of Q1 2026.
  • Everest Group was a new Estate Counselors position in Q1 2026.
  • Everest Group made up 0.15% of Estate Counselors's portfolio in Q1 2026, its #59 holding.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.