Henshaw Capital’s Everest Group EG Stock Holding History

Henshaw 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 Q2	$508K	Sell	1,421 -47	-3%	-$16.1K	0.02%	154
2026 Q1	$480K	Hold	1,468	–	–	0.02%	154
2025 Q4	$498K	Buy	+1,468	New	+$485K	0.02%	154

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Henshaw Capital's EG Position: Q2 2026 in Review

Henshaw Capital reduced its Everest Group (EG) stake by 3.2% in Q2 2026, selling an estimated $16.1K and leaving 1,421 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #154.

Henshaw Capital first reported a position in EG in Q4 2025 and has held it in 3 quarters since. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Henshaw Capital held 1,421 shares of Everest Group worth $508K as of Q2 2026.
Henshaw Capital sold 47 Everest Group shares in Q2 2026, an estimated $16.1K.
Everest Group made up 0.02% of Henshaw Capital's portfolio in Q2 2026, its #154 holding.
Henshaw Capital first reported a position in Everest Group in Q4 2025 and has held it in 3 quarters since.
688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Henshaw Capital's 13F filing for Q2 2026, filed 12 Aug 2026.