JC
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JB Capital’s Everest Group EG Stock Holding History

JB Capital’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 		$4.78M Buy
13,370
+3,382
+34% +$1.16M 0.17% 79
2026
Q1 		$3.26M Buy
9,988
+536
+6% +$176K 0.13% 90
2025
Q4 		$3.21M Sell
9,452
-170
-2% -$56.1K 0.13% 89
2025
Q3 		$3.37M Buy
+9,622
New +$3.25M 0.15% 75

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 $3.37T AUM 44.26% 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

JB Capital's EG Position: Q2 2026 in Review

JB Capital increased its Everest Group (EG) stake by 34% in Q2 2026, buying an estimated $1.16M and bringing the position to 13,370 shares worth $4.78M. The position accounts for 0.17% of the portfolio, ranked #79.

JB Capital first reported a position in EG in Q3 2025 and has held it in 4 quarters since. 688 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • JB Capital held 13,370 shares of Everest Group worth $4.78M as of Q2 2026.
  • JB Capital bought 3,382 Everest Group shares in Q2 2026, an estimated $1.16M.
  • Everest Group made up 0.17% of JB Capital's portfolio in Q2 2026, its #79 holding.
  • JB Capital first reported a position in Everest Group in Q3 2025 and has held it in 4 quarters since.
  • 688 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.