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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
Q2 		$252K Buy
706
+27
+4% +$9.24K 0.01% 714
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 		$1.04M Hold
2,840
– – 0.07% 220
2024
Q1 		$1.13M Hold
2,840
– – 0.07% 215
2023
Q4 		$1M Hold
2,840
– – 0.07% 230
2023
Q3 		$1.06M Hold
2,840
– – 0.08% 198
2023
Q2 		$966K Hold
2,840
– – 0.08% 211
2023
Q1 		$1.02M Hold
2,840
– – 0.08% 213
2022
Q4 		$941K 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
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

Everence Capital Management's EG Position: Q2 2026 in Review

Everence Capital Management increased its Everest Group (EG) stake by 4% in Q2 2026, buying an estimated $9.24K and bringing the position to 706 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #714.

Everence Capital Management first reported a position in EG in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.63M in Q1 2025. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Everence Capital Management held 706 shares of Everest Group worth $252K as of Q2 2026.
  • Everence Capital Management bought 27 Everest Group shares in Q2 2026, an estimated $9.24K.
  • Everest Group made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #714 holding.
  • Everence Capital Management first reported a position in Everest Group in Q4 2017 and has held it in 24 quarters since.
  • Everence Capital Management's Everest Group position peaked at $1.63M in Q1 2025.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.