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Ipswich Investment Management’s Everest Group EG Stock Holding History

Ipswich 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
Q1 		– Sell
-2,250
Closed -$764K – 191
2025
Q4 		$764K Sell
2,250
-100
-4% -$33K 0.18% 97
2025
Q3 		$823K Hold
2,350
– – 0.19% 93
2025
Q2 		$799K Hold
2,350
– – 0.19% 99
2025
Q1 		$854K Buy
2,350
+250
+12% +$88.3K 0.21% 95
2024
Q4 		$761K Buy
+2,100
New +$786K 0.18% 104

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

Ipswich Investment Management's EG Position: Q1 2026 in Review

Ipswich Investment Management sold out of Everest Group (EG) in Q1 2026, closing a stake of 2,250 shares — an estimated $764K sold.

Ipswich Investment Management first reported a position in EG in Q4 2024 and held it in 5 quarters. The position peaked at $854K in Q1 2025. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Ipswich Investment Management reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Ipswich Investment Management sold 2,250 Everest Group shares in Q1 2026, an estimated $764K.
  • Ipswich Investment Management first reported a position in Everest Group in Q4 2024 and held it in 5 quarters.
  • Ipswich Investment Management's Everest Group position peaked at $854K in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Ipswich Investment Management's 13F filing for Q1 2026, filed 10 Apr 2026.