Jim Simons’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $53M | Buy |
162,100
+115,120
| +245% | +$37.9M | 0.08% | 305 |
|
|
2025
Q4 | $15.9M | Sell |
46,980
-88,820
| -65% | -$29.3M | 0.02% | 712 |
|
|
2025
Q3 | $47.6M | Sell |
135,800
-65,500
| -33% | -$22.1M | 0.06% | 363 |
|
|
2025
Q2 | $68.4M | Buy |
201,300
+123,600
| +159% | +$42.6M | 0.09% | 245 |
|
|
2025
Q1 | $28.2M | Buy |
77,700
+4,500
| +6% | +$1.59M | 0.04% | 521 |
|
|
2024
Q4 | $26.5M | Buy |
73,200
+21,900
| +43% | +$8.2M | 0.04% | 534 |
|
|
2024
Q3 | $20.1M | Buy |
+51,300
| New | +$19.5M | 0.03% | 662 |
|
|
2024
Q2 | – | Sell |
-35,900
| Closed | -$14.3M | – | 3600 |
|
|
2024
Q1 | $14.3M | Sell |
35,900
-44,400
| -55% | -$16.6M | 0.02% | 804 |
|
|
2023
Q4 | $28.4M | Buy |
80,300
+77,700
| +2,988% | +$30.1M | 0.04% | 474 |
|
|
2023
Q3 | $966K | Buy |
2,600
+400
| +18% | +$145K | ﹤0.01% | 2327 |
|
|
2023
Q2 | $752K | Sell |
2,200
-4,700
| -68% | -$1.7M | ﹤0.01% | 2656 |
|
|
2023
Q1 | $2.47M | Buy |
6,900
+5,700
| +475% | +$2.05M | ﹤0.01% | 1891 |
|
|
2022
Q4 | $398K | Sell |
1,200
-19,400
| -94% | -$6.04M | ﹤0.01% | 3085 |
|
|
2022
Q3 | $5.41M | Sell |
20,600
-64,200
| -76% | -$17.4M | 0.01% | 1384 |
|
|
2022
Q2 | $23.8M | Sell |
84,800
-23,000
| -21% | -$6.5M | 0.03% | 643 |
|
|
2022
Q1 | $32.5M | Buy |
107,800
+34,700
| +47% | +$9.97M | 0.04% | 508 |
|
|
2021
Q4 | $20M | Sell |
73,100
-67,512
| -48% | -$18.2M | 0.02% | 717 |
|
|
2021
Q3 | $35.3M | Sell |
140,612
-12,088
| -8% | -$3.1M | 0.05% | 418 |
|
|
2021
Q2 | $38.5M | Buy |
152,700
+73,200
| +92% | +$19.1M | 0.05% | 422 |
|
|
2021
Q1 | $19.7M | Buy |
79,500
+61,600
| +344% | +$14.7M | 0.02% | 780 |
|
|
2020
Q4 | $4.19M | Sell |
17,900
-55,900
| -76% | -$12.3M | ﹤0.01% | 1705 |
|
|
2020
Q3 | $14.6M | Sell |
73,800
-25,525
| -26% | -$5.46M | 0.01% | 909 |
|
|
2020
Q2 | $20.5M | Buy |
99,325
+60,320
| +155% | +$11.7M | 0.02% | 803 |
|
|
2020
Q1 | $7.5M | Buy |
39,005
+36,400
| +1,397% | +$9.29M | 0.01% | 1338 |
|
|
2019
Q4 | $721K | Sell |
2,605
-27,600
| -91% | -$7.28M | ﹤0.01% | 2765 |
|
|
2019
Q3 | $8.04M | Sell |
30,205
-68,433
| -69% | -$17.3M | 0.01% | 1526 |
|
|
2019
Q2 | $24.4M | Sell |
98,638
-20,400
| -17% | -$4.89M | 0.02% | 854 |
|
|
2019
Q1 | $25.7M | Sell |
119,038
-51,900
| -30% | -$11.3M | 0.02% | 840 |
|
|
2018
Q4 | $37.2M | Buy |
170,938
+83,438
| +95% | +$18.2M | 0.04% | 558 |
|
|
2018
Q3 | $20M | Sell |
87,500
-9,190
| -10% | -$2.06M | 0.02% | 931 |
|
|
2018
Q2 | $22.3M | Sell |
96,690
-1,610
| -2% | -$378K | 0.02% | 859 |
|
|
2018
Q1 | $25.2M | Buy |
98,300
+67,000
| +214% | +$16.1M | 0.03% | 799 |
|
|
2017
Q4 | $6.92M | Sell |
31,300
-109,600
| -78% | -$24.7M | 0.01% | 1607 |
|
|
2017
Q3 | $32.2M | Sell |
140,900
-83,100
| -37% | -$20.9M | 0.04% | 621 |
|
|
2017
Q2 | $57M | Buy |
224,000
+49,100
| +28% | +$12.1M | 0.07% | 330 |
|
|
2017
Q1 | $40.9M | Buy |
174,900
+5,200
| +3% | +$1.19M | 0.06% | 422 |
|
|
2016
Q4 | $36.7M | Sell |
169,700
-101,000
| -37% | -$20.8M | 0.06% | 455 |
|
|
2016
Q3 | $51.4M | Buy |
270,700
+20,200
| +8% | +$3.8M | 0.09% | 263 |
|
|
2016
Q2 | $45.8M | Buy |
250,500
+46,300
| +23% | +$8.51M | 0.09% | 288 |
|
|
2016
Q1 | $40.3M | Buy |
204,200
+120,900
| +145% | +$22.3M | 0.08% | 312 |
|
|
2015
Q4 | $15.3M | Buy |
83,300
+53,000
| +175% | +$9.63M | 0.03% | 703 |
|
|
2015
Q3 | $5.25M | Buy |
+30,300
| New | +$5.48M | 0.01% | 1362 |
|
|
2015
Q2 | – | Sell |
-108,039
| Closed | -$18.8M | – | 3254 |
|
|
2015
Q1 | $18.8M | Buy |
108,039
+18,939
| +21% | +$3.33M | 0.04% | 609 |
|
|
2014
Q4 | $15.2M | Buy |
89,100
+72,100
| +424% | +$12.2M | 0.04% | 646 |
|
|
2014
Q3 | $2.75M | Buy |
+17,000
| New | +$2.75M | 0.01% | 1505 |
|
Other funds holding EG
VCM
VPM
VVP
Jim Simons's EG Position: Q1 2026 in Review
Jim Simons increased its Everest Group (EG) stake by 245% in Q1 2026, buying an estimated $37.9M and bringing the position to 162,100 shares worth $53M. The position accounts for 0.08% of the portfolio, ranked #305.
Jim Simons first reported a position in EG in Q3 2014 and has held it in 45 quarters since. The position peaked at $68.4M in Q2 2025. 667 funds tracked by Wall St. Rank hold EG as of Q1 2026.
- Jim Simons held 162,100 shares of Everest Group worth $53M as of Q1 2026.
- Jim Simons bought 115,120 Everest Group shares in Q1 2026, an estimated $37.9M.
- Everest Group made up 0.08% of Jim Simons's portfolio in Q1 2026, its #305 holding.
- Jim Simons first reported a position in Everest Group in Q3 2014 and has held it in 45 quarters since.
- Jim Simons's Everest Group position peaked at $68.4M in Q2 2025.
- 667 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.