HI
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Horizon Investments’s Everest Group EG Stock Holding History

Horizon Investments’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 		$375K Buy
1,148
+87
+8% +$28.6K ﹤0.01% 901
2025
Q4 		$360K Sell
1,061
-76
-7% -$25.1K ﹤0.01% 881
2025
Q3 		$398K Sell
1,137
-784
-41% -$265K 0.01% 863
2025
Q2 		$653K Buy
1,921
+1,296
+207% +$447K 0.01% 680
2025
Q1 		$227K Buy
625
+25
+4% +$8.84K 0.01% 523
2024
Q4 		$217K Buy
600
+13
+2% +$4.87K 0.01% 524
2024
Q3 		$230K Sell
587
-49
-8% -$18.7K 0.01% 519
2024
Q2 		$242K Buy
636
+6
+1% +$2.27K 0.01% 509
2024
Q1 		$250K Buy
630
+16
+3% +$6K 0.01% 501
2023
Q4 		$217K Sell
614
-1,839
-75% -$712K 0.01% 507
2023
Q3 		$912K Buy
2,453
+7
+0.3% +$2.54K 0.03% 185
2023
Q2 		$836K Sell
2,446
-129
-5% -$46.6K 0.02% 209
2023
Q1 		$922K Sell
2,575
-630
-20% -$226K 0.03% 190
2022
Q4 		$1.06M Buy
3,205
+1,713
+115% +$534K 0.03% 211
2022
Q3 		$392K Buy
1,492
+287
+24% +$77.6K 0.01% 362
2022
Q2 		$338K Sell
1,205
-506
-30% -$143K 0.01% 356
2022
Q1 		$516K Buy
1,711
+556
+48% +$160K 0.01% 341
2021
Q4 		$316K Buy
1,155
+304
+36% +$82.2K 0.01% 391
2021
Q3 		$213K Buy
+851
New +$218K 0.01% 458
2020
Q4 		– Sell
-1,875
Closed -$370K – 176
2020
Q3 		$370K Sell
1,875
-2,187
-54% -$468K 0.01% 325
2020
Q2 		$838K Buy
+4,062
New +$791K 0.02% 270
2020
Q1 		– Sell
-1,477
Closed -$409K – 349
2019
Q4 		$409K Buy
+1,477
New +$390K 0.02% 335
2019
Q3 		– Sell
-2,855
Closed -$706K – 450
2019
Q2 		$706K Buy
+2,855
New +$685K 0.02% 197

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Horizon Investments's EG Position: Q1 2026 in Review

Horizon Investments increased its Everest Group (EG) stake by 8.2% in Q1 2026, buying an estimated $28.6K and bringing the position to 1,148 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Horizon Investments first reported a position in EG in Q2 2019 and has held it in 23 quarters since. The position peaked at $1.06M in Q4 2022. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Horizon Investments held 1,148 shares of Everest Group worth $375K as of Q1 2026.
  • Horizon Investments bought 87 Everest Group shares in Q1 2026, an estimated $28.6K.
  • Everest Group made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #901 holding.
  • Horizon Investments first reported a position in Everest Group in Q2 2019 and has held it in 23 quarters since.
  • Horizon Investments's Everest Group position peaked at $1.06M in Q4 2022.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.