Fox Run Management’s Everest Group EG Stock Holding History

Fox Run 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	$1.15M	Buy	3,555 +1,413	+66%	+$465K	0.2%	137
2025 Q4	$727K	Buy	2,142 +1,052	+97%	+$347K	0.11%	339
2025 Q3	$382K	Sell	1,090 -1,602	-60%	-$541K	0.06%	604
2025 Q2	$915K	Buy	+2,692	New	+$929K	0.15%	221
2024 Q4	–	Sell	-1,097	Closed	-$430K	–	949
2024 Q3	$430K	Buy	+1,097	New	+$418K	0.1%	416
2024 Q1	–	Sell	-5,115	Closed	-$1.81M	–	839
2023 Q4	$1.81M	Buy	5,115 +3,076	+151%	+$1.19M	0.46%	7
2023 Q3	$758K	Buy	+2,039	New	+$740K	0.22%	140
2021 Q2	–	Sell	-1,334	Closed	-$331K	–	368
2021 Q1	$331K	Buy	+1,334	New	+$318K	0.6%	55
2019 Q3	–	Sell	-993	Closed	-$245K	–	413
2019 Q2	$245K	Buy	+993	New	+$238K	0.16%	297
2019 Q1	–	Sell	-970	Closed	-$211K	–	520
2018 Q4	$211K	Buy	+970	New	+$211K	0.11%	395
2018 Q2	–	Sell	-1,617	Closed	-$415K	–	731
2018 Q1	$415K	Buy	+1,617	New	+$388K	0.1%	378
2016 Q3	–	Sell	-2,300	Closed	-$420K	–	534
2016 Q2	$420K	Buy	+2,300	New	+$423K	0.2%	175

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

Fox Run Management's EG Position: Q1 2026 in Review

Fox Run Management increased its Everest Group (EG) stake by 66% in Q1 2026, buying an estimated $465K and bringing the position to 3,555 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #137.

Fox Run Management first reported a position in EG in Q2 2016 and has held it in 12 quarters since. The position peaked at $1.81M in Q4 2023. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

Fox Run Management held 3,555 shares of Everest Group worth $1.15M as of Q1 2026.
Fox Run Management bought 1,413 Everest Group shares in Q1 2026, an estimated $465K.
Everest Group made up 0.2% of Fox Run Management's portfolio in Q1 2026, its #137 holding.
Fox Run Management first reported a position in Everest Group in Q2 2016 and has held it in 12 quarters since.
Fox Run Management's Everest Group position peaked at $1.81M in Q4 2023.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.