First Manhattan’s Everest Group EG Stock Holding History

First Manhattan’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	$1.37M	Hold	4,200	–	–	﹤0.01%	388
2025 Q4	$1.43M	Hold	4,200	–	–	﹤0.01%	386
2025 Q3	$1.47M	Hold	4,200	–	–	﹤0.01%	374
2025 Q2	$1.43M	Hold	4,200	–	–	﹤0.01%	373
2025 Q1	$1.53M	Hold	4,200	–	–	﹤0.01%	337
2024 Q4	$1.52M	Hold	4,200	–	–	﹤0.01%	339
2024 Q3	$1.65M	Hold	4,200	–	–	﹤0.01%	311
2024 Q2	$1.6M	Hold	4,200	–	–	0.01%	314
2024 Q1	$1.67M	Hold	4,200	–	–	0.01%	317
2023 Q4	$1.49M	Hold	4,200	–	–	0.01%	328
2023 Q3	$1.56M	Hold	4,200	–	–	0.01%	334
2023 Q2	$1.44M	Hold	4,200	–	–	0.01%	346
2023 Q1	$1.5M	Hold	4,200	–	–	0.01%	362
2022 Q4	$1.39M	Hold	4,200	–	–	0.01%	381
2022 Q3	$1.1M	Hold	4,200	–	–	﹤0.01%	402
2022 Q2	$1.18M	Hold	4,200	–	–	﹤0.01%	396
2022 Q1	$1.26M	Hold	4,200	–	–	﹤0.01%	415
2021 Q4	$1.15M	Hold	4,200	–	–	﹤0.01%	423
2021 Q3	$1.05M	Hold	4,200	–	–	﹤0.01%	422
2021 Q2	$1.06M	Buy	4,200 +4,100	+4,100%	+$1.07M	﹤0.01%	421
2021 Q1	$24K	Sell	100 -4	-4%	-$952	﹤0.01%	1103
2020 Q4	$24K	Hold	104	–	–	﹤0.01%	1022
2020 Q3	$20K	Buy	104 +4	+4%	+$856	﹤0.01%	1023
2020 Q2	$20K	Hold	100	–	–	﹤0.01%	1029
2020 Q1	$19K	Hold	100	–	–	﹤0.01%	1007
2019 Q4	$27K	Hold	100	–	–	﹤0.01%	990
2019 Q3	$26K	Hold	100	–	–	﹤0.01%	1005
2019 Q2	$24K	Hold	100	–	–	﹤0.01%	1040
2019 Q1	$21K	Hold	100	–	–	﹤0.01%	1083
2018 Q4	$21K	Hold	100	–	–	﹤0.01%	1065
2018 Q3	$22K	Hold	100	–	–	﹤0.01%	1114
2018 Q2	$23K	Hold	100	–	–	﹤0.01%	1081
2018 Q1	$25K	Hold	100	–	–	﹤0.01%	1067
2017 Q4	$22K	Hold	100	–	–	﹤0.01%	1142
2017 Q3	$22K	Hold	100	–	–	﹤0.01%	1107
2017 Q2	$25K	Hold	100	–	–	﹤0.01%	1053
2017 Q1	$23K	Hold	100	–	–	﹤0.01%	1070
2016 Q4	$21K	Hold	100	–	–	﹤0.01%	1064
2016 Q3	$18K	Hold	100	–	–	﹤0.01%	1101
2016 Q2	$18K	Hold	100	–	–	﹤0.01%	1124
2016 Q1	$19K	Hold	100	–	–	﹤0.01%	1069
2015 Q4	$18K	Hold	100	–	–	﹤0.01%	1102
2015 Q3	$17K	Hold	100	–	–	﹤0.01%	1111
2015 Q2	$18K	Hold	100	–	–	﹤0.01%	1122
2015 Q1	$17K	Hold	100	–	–	﹤0.01%	1142
2014 Q4	$17K	Sell	100 -150	-60%	-$25.3K	﹤0.01%	1159
2014 Q3	$40K	Hold	250	–	–	﹤0.01%	1001
2014 Q2	$40K	Hold	250	–	–	﹤0.01%	997
2014 Q1	$38K	Sell	250 -15	-6%	-$2.22K	﹤0.01%	1000
2013 Q4	$41K	Hold	265	–	–	﹤0.01%	975
2013 Q3	$38K	Hold	265	–	–	﹤0.01%	976
2013 Q2	$35K	Buy	+265	New	+$34.3K	﹤0.01%	992

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

First Manhattan's EG Position: Q1 2026 in Review

First Manhattan held its Everest Group (EG) position steady in Q1 2026 at 4,200 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #388.

First Manhattan first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.67M in Q1 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

First Manhattan held 4,200 shares of Everest Group worth $1.37M as of Q1 2026.
First Manhattan left its Everest Group share count unchanged in Q1 2026.
Everest Group made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #388 holding.
First Manhattan first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Everest Group position peaked at $1.67M in Q1 2024.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.