iSAM Funds (UK)’s Everest Group EG Stock Holding History

iSAM Funds (UK)’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	$614K	Buy	+1,720	New	+$589K	0.43%	75
2025 Q4	–	Sell	-6,204	Closed	-$2.17M	–	433
2025 Q3	$2.17M	Buy	+6,204	New	+$2.09M	0.45%	59
2024 Q4	–	Sell	-4,031	Closed	-$1.58M	–	297
2024 Q3	$1.58M	Buy	4,031 +2,814	+231%	+$1.07M	0.89%	19
2024 Q2	$464K	Buy	+1,217	New	+$460K	0.35%	106
2023 Q4	–	Sell	-5,242	Closed	-$1.95M	–	245
2023 Q3	$1.95M	Buy	5,242 +3,438	+191%	+$1.25M	1.23%	15
2023 Q2	$617K	Buy	+1,804	New	+$651K	0.55%	65

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

iSAM Funds (UK)'s EG Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in Everest Group (EG) in Q2 2026: 1,720 shares worth $614K. The stake represents 0.43% of the portfolio and ranks #75 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in EG as recently as Q3 2025.

iSAM Funds (UK) first reported a position in EG in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.17M in Q3 2025. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.

iSAM Funds (UK) held 1,720 shares of Everest Group worth $614K as of Q2 2026.
Everest Group was a new iSAM Funds (UK) position in Q2 2026.
Everest Group made up 0.43% of iSAM Funds (UK)'s portfolio in Q2 2026, its #75 holding.
iSAM Funds (UK) first reported a position in Everest Group in Q2 2023 and has held it in 6 quarters since.
iSAM Funds (UK)'s Everest Group position peaked at $2.17M in Q3 2025.
689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.