IIM
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INTECH Investment Management’s Everest Group EG Stock Holding History

INTECH Investment Management’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 		$3.87M Sell
10,825
-909
-8% -$311K 0.04% 461
2026
Q1 		$3.84M Buy
11,734
+2,182
+23% +$718K 0.04% 411
2025
Q4 		$3.24M Sell
9,552
-8,593
-47% -$2.84M 0.03% 515
2025
Q3 		$6.35M Sell
18,145
-20,431
-53% -$6.9M 0.06% 313
2025
Q2 		$13.1M Sell
38,576
-13,821
-26% -$4.77M 0.12% 130
2025
Q1 		$19M Sell
52,397
-11,311
-18% -$4M 0.2% 71
2024
Q4 		$23.1M Buy
63,708
+36,384
+133% +$13.6M 0.22% 65
2024
Q3 		$10.7M Buy
27,324
+3,166
+13% +$1.21M 0.12% 155
2024
Q2 		$9.2M Buy
24,158
+562
+2% +$212K 0.11% 160
2024
Q1 		$9.38M Sell
23,596
-30,126
-56% -$11.3M 0.13% 145
2023
Q4 		$19M Buy
53,722
+11,671
+28% +$4.52M 0.28% 88
2023
Q3 		$15.6M Sell
42,051
-3,957
-9% -$1.44M 0.23% 105
2023
Q2 		$15.7M Sell
46,008
-16,847
-27% -$6.08M 0.16% 154
2023
Q1 		$22.5M Sell
62,855
-577
-0.9% -$207K 0.18% 156
2022
Q4 		$21M Buy
63,432
+914
+1% +$285K 0.16% 177
2022
Q3 		$16.4M Sell
62,518
-2,741
-4% -$742K 0.12% 214
2022
Q2 		$18.3M Buy
+65,259
New +$18.4M 0.11% 214

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 $3.38T AUM 44.17% 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

INTECH Investment Management's EG Position: Q2 2026 in Review

INTECH Investment Management reduced its Everest Group (EG) stake by 7.7% in Q2 2026, selling an estimated $311K and leaving 10,825 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #461.

INTECH Investment Management first reported a position in EG in Q2 2022 and has held it in 17 quarters since. The position peaked at $23.1M in Q4 2024. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • INTECH Investment Management held 10,825 shares of Everest Group worth $3.87M as of Q2 2026.
  • INTECH Investment Management sold 909 Everest Group shares in Q2 2026, an estimated $311K.
  • Everest Group made up 0.04% of INTECH Investment Management's portfolio in Q2 2026, its #461 holding.
  • INTECH Investment Management first reported a position in Everest Group in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Everest Group position peaked at $23.1M in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.