Everence Capital Management’s Everest Group EG Stock Holding History

Everence Capital Management’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	$222K	Sell	679 -1,055	-61%	-$347K	0.01%	706
2025 Q4	$588K	Hold	1,734	–	–	0.03%	342
2025 Q3	$607K	Sell	1,734 -726	-30%	-$245K	0.04%	338
2025 Q2	$836K	Sell	2,460 -2,030	-45%	-$700K	0.05%	257
2025 Q1	$1.63M	Buy	4,490 +1,650	+58%	+$583K	0.11%	164
2024 Q4	$1.03M	Hold	2,840	–	–	0.07%	225
2024 Q3	$1.11M	Hold	2,840	–	–	0.07%	216
2024 Q2	$1.04K	Hold	2,840	–	–	0.07%	220
2024 Q1	$1.13K	Hold	2,840	–	–	0.07%	215
2023 Q4	$1M	Hold	2,840	–	–	0.07%	230
2023 Q3	$1.06K	Hold	2,840	–	–	0.08%	198
2023 Q2	$966K	Hold	2,840	–	–	0.08%	211
2023 Q1	$1.02K	Hold	2,840	–	–	0.08%	213
2022 Q4	$941	Buy	+2,840	New	+$885K	0.08%	208
2020 Q4	–	Sell	-1,880	Closed	-$371K	–	707
2020 Q3	$371K	Hold	1,880	–	–	0.04%	394
2020 Q2	$373K	Hold	1,880	–	–	0.04%	388
2020 Q1	$362K	Hold	1,880	–	–	0.05%	331
2019 Q4	$520K	Buy	+1,880	New	+$496K	0.08%	276
2019 Q1	–	Sell	-2,020	Closed	-$440K	–	629
2018 Q4	$440K	Hold	2,020	–	–	0.1%	219
2018 Q3	$462K	Hold	2,020	–	–	0.09%	239
2018 Q2	$466K	Hold	2,020	–	–	0.1%	234
2018 Q1	$519K	Hold	2,020	–	–	0.11%	210
2017 Q4	$447K	Buy	+2,020	New	+$455K	0.1%	236

Other funds holding EG

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 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Everence Capital Management's EG Position: Q1 2026 in Review

Everence Capital Management reduced its Everest Group (EG) stake by 61% in Q1 2026, selling an estimated $347K and leaving 679 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #706.

Everence Capital Management first reported a position in EG in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.63M in Q1 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Everence Capital Management held 679 shares of Everest Group worth $222K as of Q1 2026.
Everence Capital Management sold 1,055 Everest Group shares in Q1 2026, an estimated $347K.
Everest Group made up 0.01% of Everence Capital Management's portfolio in Q1 2026, its #706 holding.
Everence Capital Management first reported a position in Everest Group in Q4 2017 and has held it in 23 quarters since.
Everence Capital Management's Everest Group position peaked at $1.63M in Q1 2025.
664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.