Icon Advisers’s Everest Group EG Stock Holding History

Icon Advisers’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	$1.14M	Buy	+3,200	New	+$1.1M	0.22%	139
2026 Q1	–	Sell	-3,200	Closed	-$1.09M	–	158
2025 Q4	$1.09M	Hold	3,200	–	–	0.23%	138
2025 Q3	$1.12M	Hold	3,200	–	–	0.25%	126
2025 Q2	$1.09M	Hold	3,200	–	–	0.25%	128
2025 Q1	$1.16M	Hold	3,200	–	–	0.27%	127
2024 Q4	$1.16M	Hold	3,200	–	–	0.26%	131
2024 Q3	$1.25M	Hold	3,200	–	–	0.26%	128
2024 Q2	$1.21M	Hold	3,200	–	–	0.27%	129
2024 Q1	$1.27M	Hold	3,200	–	–	0.28%	131
2023 Q4	$1.13M	Hold	3,200	–	–	0.26%	134
2023 Q3	$1.19M	Hold	3,200	–	–	0.29%	132
2023 Q2	$1.09M	Hold	3,200	–	–	0.28%	133
2023 Q1	$1.15M	Hold	3,200	–	–	0.29%	131
2022 Q4	$1.06M	Hold	3,200	–	–	0.27%	121
2022 Q3	$840K	Sell	3,200 -1,200	-27%	-$325K	0.23%	128
2022 Q2	$1.23M	Hold	4,400	–	–	0.28%	126
2022 Q1	$1.33M	Buy	+4,400	New	+$1.26M	0.23%	143
2014 Q2	–	Sell	-1,400	Closed	-$214K	–	344
2014 Q1	$214K	Hold	1,400	–	–	0.02%	298
2013 Q4	$218K	Hold	1,400	–	–	0.02%	278
2013 Q3	$204K	Sell	1,400 -3,400	-71%	-$461K	0.02%	298
2013 Q2	$616K	Buy	+4,800	New	+$621K	0.05%	267

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

Icon Advisers's EG Position: Q2 2026 in Review

Icon Advisers opened a new position in Everest Group (EG) in Q2 2026: 3,200 shares worth $1.14M. The stake represents 0.22% of the portfolio and ranks #139 among its holdings. This is a return to the name: Icon Advisers previously reported a position in EG as recently as Q4 2025.

Icon Advisers first reported a position in EG in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.33M in Q1 2022. 686 funds tracked by Wall St. Rank hold EG as of Q2 2026.

Icon Advisers held 3,200 shares of Everest Group worth $1.14M as of Q2 2026.
Everest Group was a new Icon Advisers position in Q2 2026.
Everest Group made up 0.22% of Icon Advisers's portfolio in Q2 2026, its #139 holding.
Icon Advisers first reported a position in Everest Group in Q2 2013 and has held it in 21 quarters since.
Icon Advisers's Everest Group position peaked at $1.33M in Q1 2022.
686 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.