IC
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IEQ Capital’s Everest Group EG Stock Holding History

IEQ 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 		$10.5M Sell
29,403
-3,265
-10% -$1.12M 0.05% 333
2026
Q1 		$10.7M Sell
32,668
-27,827
-46% -$9.16M 0.05% 338
2025
Q4 		$20.5M Sell
60,495
-31,580
-34% -$10.4M 0.06% 204
2025
Q3 		$32.2M Buy
92,075
+66,388
+258% +$22.4M 0.1% 110
2025
Q2 		$8.73M Buy
25,687
+24,131
+1,551% +$8.33M 0.05% 282
2025
Q1 		$565K Sell
1,556
-58
-4% -$20.5K ﹤0.01% 927
2024
Q4 		$585K Buy
1,614
+763
+90% +$286K 0.01% 796
2024
Q3 		$333K Sell
851
-62
-7% -$23.6K ﹤0.01% 885
2024
Q2 		$348K Buy
913
+30
+3% +$11.3K ﹤0.01% 757
2024
Q1 		$351K Buy
883
+23
+3% +$8.62K 0.01% 731
2023
Q4 		$304K Sell
860
-101
-11% -$39.1K 0.01% 725
2023
Q3 		$357K Buy
961
+233
+32% +$84.6K 0.01% 670
2023
Q2 		$249K Sell
728
-299
-29% -$108K 0.01% 743
2023
Q1 		$367K Buy
1,027
+179
+21% +$64.3K 0.01% 664
2022
Q4 		$281K Sell
848
-83
-9% -$25.9K 0.01% 653
2022
Q3 		$244K Buy
+931
New +$252K 0.01% 720

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

IEQ Capital's EG Position: Q2 2026 in Review

IEQ Capital reduced its Everest Group (EG) stake by 10% in Q2 2026, selling an estimated $1.12M and leaving 29,403 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #333.

IEQ Capital first reported a position in EG in Q3 2022 and has held it in 16 quarters since. The position peaked at $32.2M in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • IEQ Capital held 29,403 shares of Everest Group worth $10.5M as of Q2 2026.
  • IEQ Capital sold 3,265 Everest Group shares in Q2 2026, an estimated $1.12M.
  • Everest Group made up 0.05% of IEQ Capital's portfolio in Q2 2026, its #333 holding.
  • IEQ Capital first reported a position in Everest Group in Q3 2022 and has held it in 16 quarters since.
  • IEQ Capital's Everest Group position peaked at $32.2M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.