FIM
EG icon

FWL Investment Management’s Everest Group EG Stock Holding History

FWL Investment 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 		– Sell
-21
Closed -$6.86K – 507
2026
Q1 		$6.86K Hold
21
– – ﹤0.01% 281
2025
Q4 		$7.13K Hold
21
– – ﹤0.01% 294
2025
Q3 		$7.36K Hold
21
– – ﹤0.01% 272
2025
Q2 		$7.14K Buy
+21
New +$7.25K ﹤0.01% 248

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

FWL Investment Management's EG Position: Q2 2026 in Review

FWL Investment Management sold out of Everest Group (EG) in Q2 2026, closing a stake of 21 shares — an estimated $6.86K sold.

FWL Investment Management first reported a position in EG in Q2 2025 and held it in 4 quarters. The position peaked at $7.36K in Q3 2025. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • FWL Investment Management reported no remaining Everest Group position as of Q2 2026 after selling out during the quarter.
  • FWL Investment Management sold 21 Everest Group shares in Q2 2026, an estimated $6.86K.
  • FWL Investment Management first reported a position in Everest Group in Q2 2025 and held it in 4 quarters.
  • FWL Investment Management's Everest Group position peaked at $7.36K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.