HSBC Holdings’s Everest Group EG Stock Holding History

HSBC Holdings’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
2013 Q3	–	Sell	-2,080	Closed	-$267K	–	1680
2013 Q2	$267K	Buy	+2,080	New	+$269K	﹤0.01%	1361

Other funds holding EG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HSBC Holdings's EG Position: Q1 2026 in Review

HSBC Holdings increased its Everest Group (EG) stake by 507% in Q1 2026, buying an estimated $124M and bringing the position to 449,919 shares worth $147M. The position accounts for 0.08% of the portfolio, ranked #250.

HSBC Holdings first reported a position in EG in Q2 2013 and has held it in 52 quarters since. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

HSBC Holdings held 449,919 shares of Everest Group worth $147M as of Q1 2026.
HSBC Holdings bought 375,846 Everest Group shares in Q1 2026, an estimated $124M.
Everest Group made up 0.08% of HSBC Holdings's portfolio in Q1 2026, its #250 holding.
HSBC Holdings first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.