HP
EG icon

Havemeyer Place’s Everest Group EG Stock Holding History

Havemeyer Place’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 		$722K Sell
2,020
-775
-28% -$265K 0.07% 356
2026
Q1 		$914K Buy
+2,795
New +$920K 0.11% 326

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

Havemeyer Place's EG Position: Q2 2026 in Review

Havemeyer Place reduced its Everest Group (EG) stake by 28% in Q2 2026, selling an estimated $265K and leaving 2,020 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #356.

Havemeyer Place first reported a position in EG in Q1 2026 and has held it in 2 quarters since. The position peaked at $914K in Q1 2026. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Havemeyer Place held 2,020 shares of Everest Group worth $722K as of Q2 2026.
  • Havemeyer Place sold 775 Everest Group shares in Q2 2026, an estimated $265K.
  • Everest Group made up 0.07% of Havemeyer Place's portfolio in Q2 2026, its #356 holding.
  • Havemeyer Place first reported a position in Everest Group in Q1 2026 and has held it in 2 quarters since.
  • Havemeyer Place's Everest Group position peaked at $914K in Q1 2026.
  • 686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.