JMA
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J.M. Arbour’s Everest Group EG Stock Holding History

J.M. Arbour’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 		$679K Buy
2,079
+144
+7% +$47.4K 0.65% 53
2025
Q4 		$657K Buy
+1,935
New +$639K 0.66% 51

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

J.M. Arbour's EG Position: Q1 2026 in Review

J.M. Arbour increased its Everest Group (EG) stake by 7.4% in Q1 2026, buying an estimated $47.4K and bringing the position to 2,079 shares worth $679K. The position accounts for 0.65% of the portfolio, ranked #53.

J.M. Arbour first reported a position in EG in Q4 2025 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • J.M. Arbour held 2,079 shares of Everest Group worth $679K as of Q1 2026.
  • J.M. Arbour bought 144 Everest Group shares in Q1 2026, an estimated $47.4K.
  • Everest Group made up 0.65% of J.M. Arbour's portfolio in Q1 2026, its #53 holding.
  • J.M. Arbour first reported a position in Everest Group in Q4 2025 and has held it in 2 quarters since.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.