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Heartland Advisors’s Everest Group EG Stock Holding History

Heartland Advisors’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 		$8.28M Sell
23,172
-765
-3% -$262K 0.37% 111
2026
Q1 		$7.82M Sell
23,937
-1,362
-5% -$448K 0.4% 102
2025
Q4 		$8.59M Buy
25,299
+4,713
+23% +$1.56M 0.46% 82
2025
Q3 		$7.21M Hold
20,586
– – 0.38% 105
2025
Q2 		$7M Buy
+20,586
New +$7.1M 0.39% 107

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

Heartland Advisors's EG Position: Q2 2026 in Review

Heartland Advisors reduced its Everest Group (EG) stake by 3.2% in Q2 2026, selling an estimated $262K and leaving 23,172 shares worth $8.28M. The position accounts for 0.37% of the portfolio, ranked #111.

Heartland Advisors first reported a position in EG in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.59M in Q4 2025. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Heartland Advisors held 23,172 shares of Everest Group worth $8.28M as of Q2 2026.
  • Heartland Advisors sold 765 Everest Group shares in Q2 2026, an estimated $262K.
  • Everest Group made up 0.37% of Heartland Advisors's portfolio in Q2 2026, its #111 holding.
  • Heartland Advisors first reported a position in Everest Group in Q2 2025 and has held it in 5 quarters since.
  • Heartland Advisors's Everest Group position peaked at $8.59M in Q4 2025.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.