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Evergreen Capital Management’s Everest Group EG Stock Holding History

Evergreen 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 		$468K Sell
1,309
-136
-9% -$46.6K 0.01% 947
2026
Q1 		$472K Buy
+1,445
New +$476K 0.01% 823
2018
Q2 		– Sell
-830
Closed -$213K – 377
2018
Q1 		$213K Buy
+830
New +$199K 0.02% 329

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

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

Evergreen Capital Management reduced its Everest Group (EG) stake by 9.4% in Q2 2026, selling an estimated $46.6K and leaving 1,309 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #947.

Evergreen Capital Management first reported a position in EG in Q1 2018 and has held it in 3 quarters since. The position peaked at $472K in Q1 2026. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Evergreen Capital Management held 1,309 shares of Everest Group worth $468K as of Q2 2026.
  • Evergreen Capital Management sold 136 Everest Group shares in Q2 2026, an estimated $46.6K.
  • Everest Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #947 holding.
  • Evergreen Capital Management first reported a position in Everest Group in Q1 2018 and has held it in 3 quarters since.
  • Evergreen Capital Management's Everest Group position peaked at $472K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.