FORA Capital’s Everest Group EG Stock Holding History

FORA Capital’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 Q3	$480K	Buy	+1,313	New	+$491K	0.02%	416
2024 Q3	–	Sell	-3,515	Closed	-$1.34M	–	477
2024 Q2	$1.34M	Buy	+3,515	New	+$1.33M	0.16%	184
2023 Q3	–	Sell	-8,802	Closed	-$3.01M	–	498
2023 Q2	$3.01M	Buy	+8,802	New	+$3.18M	0.43%	69
2022 Q2	–	Sell	-732	Closed	-$223K	–	493
2022 Q1	$223K	Buy	+732	New	+$210K	0.04%	463
2020 Q4	–	Sell	-1,237	Closed	-$244K	–	971
2020 Q3	$244K	Buy	+1,237	New	+$265K	0.16%	141

Other funds holding EG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

FORA Capital's EG Position: Q3 2026 in Review

FORA Capital opened a new position in Everest Group (EG) in Q3 2026: 1,313 shares worth $480K. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: FORA Capital previously reported a position in EG as recently as Q2 2024.

FORA Capital first reported a position in EG in Q3 2020 and has held it in 5 quarters since. The position peaked at $3.01M in Q2 2023. 580 funds tracked by Wall St. Rank hold EG as of Q3 2026.

FORA Capital held 1,313 shares of Everest Group worth $480K as of Q3 2026.
Everest Group was a new FORA Capital position in Q3 2026.
Everest Group made up 0.02% of FORA Capital's portfolio in Q3 2026, its #416 holding.
FORA Capital first reported a position in Everest Group in Q3 2020 and has held it in 5 quarters since.
FORA Capital's Everest Group position peaked at $3.01M in Q2 2023.
580 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.