Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Everest Group EG Stock Holding History

Jacobs Levy Equity 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 		$75.4M Buy
230,540
+8,041
+4% +$2.65M 0.32% 83
2025
Q4 		$75.5M Buy
222,499
+60,484
+37% +$20M 0.29% 90
2025
Q3 		$56.7M Sell
162,015
-1,770
-1% -$598K 0.23% 100
2025
Q2 		$55.7M Buy
163,785
+52,802
+48% +$18.2M 0.22% 110
2025
Q1 		$40.3M Buy
110,983
+28,366
+34% +$10M 0.16% 143
2024
Q4 		$29.9M Buy
82,617
+11,149
+16% +$4.18M 0.11% 179
2024
Q3 		$28M Sell
71,468
-16,936
-19% -$6.45M 0.11% 184
2024
Q2 		$33.7M Sell
88,404
-29,688
-25% -$11.2M 0.14% 154
2024
Q1 		$46.9M Buy
118,092
+33,077
+39% +$12.4M 0.21% 116
2023
Q4 		$30.1M Sell
85,015
-175
-0.2% -$67.8K 0.15% 152
2023
Q3 		$31.7M Sell
85,190
-12,296
-13% -$4.46M 0.19% 129
2023
Q2 		$33.3M Sell
97,486
-3,716
-4% -$1.34M 0.19% 140
2023
Q1 		$36.2M Sell
101,202
-8,272
-8% -$2.97M 0.22% 116
2022
Q4 		$36.3M Sell
109,474
-65,614
-37% -$20.4M 0.25% 119
2022
Q3 		$46M Sell
175,088
-954
-0.5% -$258K 0.36% 70
2022
Q2 		$49.3M Sell
176,042
-8,267
-4% -$2.34M 0.38% 56
2022
Q1 		$55.5M Buy
184,309
+2,071
+1% +$595K 0.37% 62
2021
Q4 		$49.9M Sell
182,238
-29,256
-14% -$7.91M 0.33% 78
2021
Q3 		$53M Buy
211,494
+39,091
+23% +$10M 0.36% 73
2021
Q2 		$43.4M Buy
172,403
+68,729
+66% +$17.9M 0.29% 91
2021
Q1 		$25.7M Buy
103,674
+21,863
+27% +$5.21M 0.2% 136
2020
Q4 		$19.2M Buy
81,811
+2,750
+3% +$607K 0.17% 147
2020
Q3 		$15.6M Buy
79,061
+899
+1% +$192K 0.16% 146
2020
Q2 		$16.1M Buy
78,162
+16,068
+26% +$3.13M 0.17% 144
2020
Q1 		$11.9M Sell
62,094
-78,774
-56% -$20.1M 0.15% 161
2019
Q4 		$39M Sell
140,868
-27,312
-16% -$7.21M 0.38% 67
2019
Q3 		$44.8M Buy
168,180
+8,113
+5% +$2.05M 0.55% 38
2019
Q2 		$39.6M Buy
160,067
+4,281
+3% +$1.03M 0.55% 35
2019
Q1 		$33.6M Buy
155,786
+29,490
+23% +$6.42M 0.49% 42
2018
Q4 		$27.5M Sell
126,296
-26,050
-17% -$5.67M 0.48% 42
2018
Q3 		$34.8M Buy
152,346
+67,002
+79% +$15M 0.49% 38
2018
Q2 		$19.7M Buy
85,344
+80,580
+1,691% +$18.9M 0.31% 96
2018
Q1 		$1.22M Buy
+4,764
New +$1.14M 0.02% 589
2017
Q4 		– Sell
-7,834
Closed -$1.79M – 1005
2017
Q3 		$1.79M Sell
7,834
-42,964
-85% -$10.8M 0.03% 470
2017
Q2 		$12.9M Sell
50,798
-17,584
-26% -$4.34M 0.28% 118
2017
Q1 		$16M Buy
68,382
+10,480
+18% +$2.39M 0.32% 89
2016
Q4 		$12.5M Sell
57,902
-2,450
-4% -$505K 0.24% 129
2016
Q3 		$11.5M Buy
60,352
+4,840
+9% +$910K 0.2% 150
2016
Q2 		$10.1M Buy
55,512
+13,722
+33% +$2.52M 0.21% 149
2016
Q1 		$8.25M Buy
41,790
+27,300
+188% +$5.04M 0.17% 167
2015
Q4 		$2.65M Sell
14,490
-2,180
-13% -$396K 0.05% 293
2015
Q3 		$2.89M Buy
16,670
+710
+4% +$128K 0.06% 291
2015
Q2 		$2.9M Sell
15,960
-6,680
-30% -$1.22M 0.06% 313
2015
Q1 		$3.94M Sell
22,640
-7,515
-25% -$1.32M 0.07% 256
2014
Q4 		$5.13M Sell
30,155
-11,050
-27% -$1.86M 0.09% 247
2014
Q3 		$6.68M Sell
41,205
-610
-1% -$98.8K 0.11% 203
2014
Q2 		$6.71M Buy
41,815
+18,805
+82% +$2.98M 0.11% 229
2014
Q1 		$3.52M Buy
+23,010
New +$3.4M 0.06% 308
2013
Q3 		– Sell
-86,111
Closed -$11M – 955
2013
Q2 		$11M Buy
+86,111
New +$11.1M 0.2% 149

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

Jacobs Levy Equity Management's EG Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Everest Group (EG) stake by 3.6% in Q1 2026, buying an estimated $2.65M and bringing the position to 230,540 shares worth $75.4M. The position accounts for 0.32% of the portfolio, ranked #83.

Jacobs Levy Equity Management first reported a position in EG in Q2 2013 and has held it in 49 quarters since. The position peaked at $75.5M in Q4 2025. 666 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Jacobs Levy Equity Management held 230,540 shares of Everest Group worth $75.4M as of Q1 2026.
  • Jacobs Levy Equity Management bought 8,041 Everest Group shares in Q1 2026, an estimated $2.65M.
  • Everest Group made up 0.32% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #83 holding.
  • Jacobs Levy Equity Management first reported a position in Everest Group in Q2 2013 and has held it in 49 quarters since.
  • Jacobs Levy Equity Management's Everest Group position peaked at $75.5M in Q4 2025.
  • 666 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.