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Ingalls & Snyder LLC’s Everest Group EG Stock Holding History

Ingalls & Snyder LLC’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 		$452K Sell
1,382
-40
-3% -$13.2K 0.02% 312
2025
Q4 		$483K Sell
1,422
-1,349
-49% -$445K 0.02% 301
2025
Q3 		$970K Sell
2,771
-257
-8% -$86.8K 0.03% 231
2025
Q2 		$1.03M Sell
3,028
-526
-15% -$181K 0.04% 221
2025
Q1 		$1.29M Sell
3,554
-820
-19% -$290K 0.04% 202
2024
Q4 		$1.58M Sell
4,374
-290
-6% -$109K 0.06% 165
2024
Q3 		$1.83M Buy
4,664
+186
+4% +$70.9K 0.07% 156
2024
Q2 		$1.71M Buy
4,478
+137
+3% +$51.8K 0.07% 159
2024
Q1 		$1.73M Buy
4,341
+137
+3% +$51.4K 0.08% 156
2023
Q4 		$1.49M Buy
4,204
+360
+9% +$139K 0.07% 168
2023
Q3 		$1.43M Buy
3,844
+641
+20% +$233K 0.07% 173
2023
Q2 		$1.09M Buy
3,203
+482
+18% +$174K 0.05% 201
2023
Q1 		$974K Buy
2,721
+101
+4% +$36.3K 0.05% 213
2022
Q4 		$868K Sell
2,620
-9
-0.3% -$2.8K 0.05% 217
2022
Q3 		$690K Buy
2,629
+27
+1% +$7.3K 0.04% 230
2022
Q2 		$729K Buy
2,602
+77
+3% +$21.8K 0.04% 233
2022
Q1 		$761K Buy
2,525
+110
+5% +$31.6K 0.03% 257
2021
Q4 		$662K Hold
2,415
– – 0.03% 276
2021
Q3 		$606K Hold
2,415
– – 0.03% 290
2021
Q2 		$609K Hold
2,415
– – 0.03% 293
2021
Q1 		$598K Sell
2,415
-1,045
-30% -$249K 0.03% 275
2020
Q4 		$810K Sell
3,460
-26
-0.7% -$5.74K 0.04% 240
2020
Q3 		$689K Hold
3,486
– – 0.05% 214
2020
Q2 		$719K Buy
3,486
+620
+22% +$121K 0.04% 227
2020
Q1 		$551K Buy
2,866
+170
+6% +$43.4K 0.04% 255
2019
Q4 		$746K Sell
2,696
-22
-0.8% -$5.8K 0.04% 227
2019
Q3 		$723K Sell
2,718
-39
-1% -$9.85K 0.04% 253
2019
Q2 		$681K Hold
2,757
– – 0.03% 258
2019
Q1 		$595K Sell
2,757
-145
-5% -$31.6K 0.03% 265
2018
Q4 		$632K Sell
2,902
-530
-15% -$115K 0.03% 261
2018
Q3 		$784K Hold
3,432
– – 0.03% 256
2018
Q2 		$791K Hold
3,432
– – 0.04% 234
2018
Q1 		$881K Hold
3,432
– – 0.04% 217
2017
Q4 		$759K Sell
3,432
-28
-0.8% -$6.31K 0.03% 237
2017
Q3 		$790K Hold
3,460
– – 0.04% 210
2017
Q2 		$881K Hold
3,460
– – 0.05% 197
2017
Q1 		$809K Hold
3,460
– – 0.04% 216
2016
Q4 		$749K Sell
3,460
-28
-0.8% -$5.77K 0.04% 219
2016
Q3 		$663K Sell
3,488
-33
-0.9% -$6.21K 0.04% 226
2016
Q2 		$643K Hold
3,521
– – 0.04% 228
2016
Q1 		$695K Hold
3,521
– – 0.04% 200
2015
Q4 		$644K Sell
3,521
-34
-1% -$6.18K 0.04% 209
2015
Q3 		$616K Sell
3,555
-20
-0.6% -$3.62K 0.04% 207
2015
Q2 		$650K Hold
3,575
– – 0.04% 211
2015
Q1 		$622K Hold
3,575
– – 0.03% 221
2014
Q4 		$608K Hold
3,575
– – 0.04% 223
2014
Q3 		$579K Hold
3,575
– – 0.03% 229
2014
Q2 		$573K Hold
3,575
– – 0.03% 231
2014
Q1 		$547K Hold
3,575
– – 0.03% 229
2013
Q4 		$557K Sell
3,575
-550
-13% -$84K 0.03% 223
2013
Q3 		$599K Hold
4,125
– – 0.04% 217
2013
Q2 		$529K Buy
+4,125
New +$534K 0.03% 222

Other funds holding EG

BlackRock
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
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
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

Ingalls & Snyder LLC's EG Position: Q1 2026 in Review

Ingalls & Snyder LLC reduced its Everest Group (EG) stake by 2.8% in Q1 2026, selling an estimated $13.2K and leaving 1,382 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #312.

Ingalls & Snyder LLC first reported a position in EG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.83M in Q3 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Ingalls & Snyder LLC held 1,382 shares of Everest Group worth $452K as of Q1 2026.
  • Ingalls & Snyder LLC sold 40 Everest Group shares in Q1 2026, an estimated $13.2K.
  • Everest Group made up 0.02% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #312 holding.
  • Ingalls & Snyder LLC first reported a position in Everest Group in Q2 2013 and has held it in 52 quarters since.
  • Ingalls & Snyder LLC's Everest Group position peaked at $1.83M in Q3 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.