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Inspire Investing’s Everest Group EG Stock Holding History

Inspire Investing’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 		$2.39M Buy
6,699
+6,691
+83,638% +$2.29M 0.1% 239
2026
Q1 		$2.6K Hold
8
– – ﹤0.01% 1000
2025
Q4 		$2.55K Buy
+8
New +$2.64K ﹤0.01% 979
2023
Q2 		– Sell
-1,448
Closed -$518K – 802
2023
Q1 		$518K Sell
1,448
-1,226
-46% -$441K 0.07% 229
2022
Q4 		$886K Sell
2,674
-473
-15% -$147K 0.11% 166
2022
Q3 		$826K Sell
3,147
-3,355
-52% -$908K 0.12% 146
2022
Q2 		$1.82M Buy
6,502
+3,173
+95% +$897K 0.24% 92
2022
Q1 		$1M Sell
3,329
-17
-0.5% -$4.88K 0.12% 164
2021
Q4 		$916K Buy
3,346
+295
+10% +$79.7K 0.11% 173
2021
Q3 		$765K Buy
3,051
+687
+29% +$176K 0.1% 198
2021
Q2 		$596K Buy
2,364
+795
+51% +$207K 0.08% 260
2021
Q1 		$389K Buy
+1,569
New +$374K 0.06% 422
2020
Q2 		– Sell
-170
Closed -$33K – 572
2020
Q1 		$33K Buy
+170
New +$43.4K 0.01% 605
2018
Q1 		– Sell
-232
Closed -$51K – 342
2017
Q4 		$51K Buy
+232
New +$52.3K 0.04% 731

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

Inspire Investing's EG Position: Q2 2026 in Review

Inspire Investing increased its Everest Group (EG) stake by 83,638% in Q2 2026, buying an estimated $2.29M and bringing the position to 6,699 shares worth $2.39M. The position accounts for 0.1% of the portfolio, ranked #239.

Inspire Investing first reported a position in EG in Q4 2017 and has held it in 14 quarters since. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • Inspire Investing held 6,699 shares of Everest Group worth $2.39M as of Q2 2026.
  • Inspire Investing bought 6,691 Everest Group shares in Q2 2026, an estimated $2.29M.
  • Everest Group made up 0.1% of Inspire Investing's portfolio in Q2 2026, its #239 holding.
  • Inspire Investing first reported a position in Everest Group in Q4 2017 and has held it in 14 quarters since.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.